HWA
HHM Wealth Advisors’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Hold |
3,030
| – | – | 0.03% | 164 |
|
|
2025
Q1 | $244K | Sell |
3,030
-1,685
| -36% | -$135K | 0.03% | 165 |
|
|
2024
Q4 | $414K | Hold |
4,715
| – | – | 0.06% | 120 |
|
|
2024
Q3 | $391K | Hold |
4,715
| – | – | 0.06% | 108 |
|
|
2024
Q2 | $378K | Hold |
4,715
| – | – | 0.06% | 108 |
|
|
2024
Q1 | $345K | Hold |
4,715
| – | – | 0.06% | 101 |
|
|
2023
Q4 | $307K | Sell |
4,715
-1,545
| -25% | -$101K | 0.05% | 99 |
|
|
2023
Q3 | $371K | Sell |
6,260
-4,292
| -41% | -$254K | 0.07% | 81 |
|
|
2023
Q2 | $644K | Buy |
10,552
+27
| +0.3% | +$1.65K | 0.12% | 62 |
|
|
2023
Q1 | $583K | Sell |
10,525
-1,195
| -10% | -$66.2K | 0.12% | 64 |
|
|
2022
Q4 | $594K | Buy |
+11,720
| New | +$594K | 0.14% | 61 |
|