IA
IFP 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 | $3.93M | Sell |
41,262
-1,895
| -4% | -$181K | 0.11% | 193 |
|
|
2025
Q1 | $3.47M | Sell |
43,157
-4,743
| -10% | -$381K | 0.11% | 214 |
|
|
2024
Q4 | $4.21M | Sell |
47,900
-18,372
| -28% | -$1.62M | 0.14% | 160 |
|
|
2024
Q3 | $5.5M | Buy |
66,272
+3,621
| +6% | +$300K | 0.2% | 111 |
|
|
2024
Q2 | $5.02M | Buy |
62,651
+223
| +0.4% | +$17.9K | 0.2% | 110 |
|
|
2024
Q1 | $4.57M | Sell |
62,428
-7,890
| -11% | -$577K | 0.2% | 109 |
|
|
2023
Q4 | $4.57M | Sell |
70,318
-79,209
| -53% | -$5.15M | 0.22% | 100 |
|
|
2023
Q3 | $8.86M | Buy |
149,527
+11,321
| +8% | +$671K | 0.4% | 57 |
|
|
2023
Q2 | $8.43M | Sell |
138,206
-71,588
| -34% | -$4.37M | 0.35% | 55 |
|
|
2023
Q1 | $7.45M | Sell |
209,794
-133,894
| -39% | -$4.75M | 0.32% | 57 |
|
|
2022
Q4 | $12.3M | Sell |
343,688
-68,753
| -17% | -$2.46M | 0.33% | 55 |
|
|
2022
Q3 | $14.7M | Buy |
412,441
+40,888
| +11% | +$1.46M | 0.38% | 44 |
|
|
2022
Q2 | $13.2M | Hold |
371,553
| – | – | 0.42% | 41 |
|
|
2022
Q1 | $13.2M | Buy |
371,553
+140,702
| +61% | +$5.01M | 0.42% | 41 |
|
|
2021
Q4 | $16.7M | Buy |
230,851
+17,648
| +8% | +$1.28M | 0.33% | 33 |
|
|
2021
Q3 | $13.7M | Buy |
213,203
+53,677
| +34% | +$3.44M | 0.27% | 39 |
|
|
2021
Q2 | $10M | Buy |
159,526
+123,245
| +340% | +$7.75M | 0.21% | 53 |
|
|
2021
Q1 | $2.05M | Buy |
36,281
+6,592
| +22% | +$372K | 0.04% | 217 |
|
|
2020
Q4 | $1.64M | Sell |
29,689
-118,815
| -80% | -$6.57M | 0.07% | 241 |
|
|
2020
Q3 | $7.45M | Sell |
148,504
-13,188
| -8% | -$662K | 0.45% | 43 |
|
|
2020
Q2 | $7.14M | Buy |
161,692
+4,473
| +3% | +$198K | 0.57% | 32 |
|
|
2020
Q1 | $5.69M | Buy |
157,219
+48,102
| +44% | +$1.74M | 0.57% | 32 |
|
|
2019
Q4 | $4.6M | Sell |
109,117
-1,274
| -1% | -$53.7K | 0.35% | 59 |
|
|
2019
Q3 | $4.27M | Buy |
+110,391
| New | +$4.27M | 0.29% | 78 |
|
|
2019
Q1 | $317K | Sell |
8,460
-36,826
| -81% | -$1.38M | 0.04% | 366 |
|
|
2018
Q4 | $1.46M | Sell |
45,286
-870
| -2% | -$28K | 0.09% | 246 |
|
|
2018
Q3 | $1.77M | Buy |
46,156
+9,350
| +25% | +$358K | 0.07% | 285 |
|
|
2018
Q2 | $1.29M | Buy |
36,806
+22,241
| +153% | +$781K | 0.05% | 347 |
|
|
2018
Q1 | $481K | Hold |
14,565
| – | – | 0.02% | 639 |
|
|
2017
Q4 | $481K | Buy |
14,565
+11,254
| +340% | +$372K | 0.02% | 637 |
|
|
2017
Q3 | $410K | Sell |
3,311
-98
| -3% | -$12.1K | 0.02% | 770 |
|
|
2017
Q2 | $403K | Buy |
3,409
+222
| +7% | +$26.2K | 0.02% | 768 |
|
|
2017
Q1 | $362K | Sell |
3,187
-678
| -18% | -$77K | 0.02% | 824 |
|
|
2016
Q4 | $407K | Buy |
3,865
+935
| +32% | +$98.5K | 0.02% | 709 |
|
|
2016
Q3 | $308K | Sell |
2,930
-261
| -8% | -$27.4K | 0.02% | 799 |
|
|
2016
Q2 | $322K | Sell |
3,191
-5,269
| -62% | -$532K | 0.02% | 756 |
|
|
2016
Q1 | $317K | Buy |
8,460
+6,461
| +323% | +$242K | 0.04% | 366 |
|
|
2015
Q4 | $200K | Buy |
+1,999
| New | +$200K | 0.01% | 834 |
|