IAG Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
116,603
+40,779
| +54% | +$3.89M | 1.47% | 22 |
|
|
2025
Q1 | $6.09M | Buy |
75,824
+751
| +1% | +$60.4K | 0.95% | 25 |
|
|
2024
Q4 | $6.6M | Sell |
75,073
-1,486
| -2% | -$131K | 1.16% | 23 |
|
|
2024
Q3 | $6.35M | Sell |
76,559
-6,511
| -8% | -$540K | 1.17% | 24 |
|
|
2024
Q2 | $6.66M | Sell |
83,070
-8,420
| -9% | -$675K | 1.34% | 22 |
|
|
2024
Q1 | $6.69M | Sell |
91,490
-4,741
| -5% | -$347K | 1.44% | 20 |
|
|
2023
Q4 | $6.26M | Sell |
96,231
-3,159
| -3% | -$206K | 1.43% | 20 |
|
|
2023
Q3 | $5.89M | Sell |
99,390
-4,857
| -5% | -$288K | 1.64% | 14 |
|
|
2023
Q2 | $6.36M | Sell |
104,247
-2,810
| -3% | -$171K | 1.68% | 14 |
|
|
2023
Q1 | $5.93M | Sell |
107,057
-10,121
| -9% | -$560K | 1.64% | 15 |
|
|
2022
Q4 | $5.94M | Buy |
117,178
+21,072
| +22% | +$1.07M | 1.75% | 14 |
|
|
2022
Q3 | $4.82M | Buy |
96,106
+6,217
| +7% | +$311K | 1.6% | 17 |
|
|
2022
Q2 | $4.7M | Buy |
89,889
+45,529
| +103% | +$2.38M | 1.54% | 16 |
|
|
2022
Q1 | $2.94M | Buy |
44,360
+1,343
| +3% | +$88.9K | 0.92% | 21 |
|
|
2021
Q4 | $3.12M | Sell |
43,017
-1,525
| -3% | -$111K | 1% | 20 |
|
|
2021
Q3 | $2.85M | Sell |
44,542
-2,456
| -5% | -$157K | 1.01% | 20 |
|
|
2021
Q2 | $2.96M | Sell |
46,998
-2,219
| -5% | -$140K | 1.06% | 20 |
|
|
2021
Q1 | $2.78M | Sell |
49,217
-1,593
| -3% | -$89.9K | 1.06% | 20 |
|
|
2020
Q4 | $2.81M | Sell |
50,810
-3,927
| -7% | -$217K | 1.15% | 20 |
|
|
2020
Q3 | $2.74M | Sell |
54,737
-3,968
| -7% | -$199K | 1.27% | 18 |
|
|
2020
Q2 | $2.64M | Buy |
58,705
+3,198
| +6% | +$144K | 1.28% | 16 |
|
|
2020
Q1 | $1.98M | Buy |
55,507
+3,213
| +6% | +$115K | 1.32% | 16 |
|
|
2019
Q4 | $2.19M | Buy |
+52,294
| New | +$2.19M | 1.43% | 12 |
|