Householder Group Estate & Retirement Specialist’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.64M | Sell |
29,995
-23,822
| -44% | -$2.09M | 1.97% | 10 |
|
|
2024
Q3 | $4.46M | Buy |
53,817
+633
| +1% | +$52.5K | 1.3% | 14 |
|
|
2024
Q2 | $4.26M | Buy |
53,184
+5,532
| +12% | +$443K | 1.2% | 16 |
|
|
2024
Q1 | $3.49M | Buy |
47,652
+2,806
| +6% | +$205K | 1.04% | 18 |
|
|
2023
Q4 | $2.92M | Sell |
44,846
-7,510
| -14% | -$488K | 0.96% | 18 |
|
|
2023
Q3 | $3.1M | Buy |
+52,356
| New | +$3.1M | 1.12% | 13 |
|
|
2023
Q1 | $164K | Buy |
+2,968
| New | +$164K | 0.06% | 225 |
|
|
2022
Q4 | – | Sell |
-4,358
| Closed | -$218K | – | 1033 |
|
|
2022
Q3 | $218K | Buy |
+4,358
| New | +$218K | 0.09% | 179 |
|
|
2022
Q2 | – | Sell |
-32,627
| Closed | -$2.16M | – | 204 |
|
|
2022
Q1 | $2.16M | Buy |
32,627
+14,379
| +79% | +$952K | 0.87% | 27 |
|
|
2021
Q4 | $1.32M | Buy |
+18,248
| New | +$1.32M | 0.49% | 55 |
|