Independent Advisor Alliance’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 | $2.32M | Buy |
24,316
+5,537
| +29% | +$528K | 0.07% | 250 |
|
|
2025
Q1 | $1.51M | Sell |
18,779
-1,579,331
| -99% | -$127M | 0.05% | 296 |
|
|
2024
Q4 | $140M | Buy |
1,598,110
+1,576,091
| +7,158% | +$139M | 1.86% | 5 |
|
|
2024
Q3 | $1.83M | Sell |
22,019
-2,262
| -9% | -$188K | 0.07% | 238 |
|
|
2024
Q2 | $1.95M | Buy |
24,281
+2,427
| +11% | +$194K | 0.07% | 225 |
|
|
2024
Q1 | $1.6M | Buy |
21,854
+11,566
| +112% | +$846K | 0.06% | 249 |
|
|
2023
Q4 | $669K | Buy |
10,288
+4,051
| +65% | +$264K | 0.02% | 375 |
|
|
2023
Q3 | $370K | Buy |
6,237
+1,098
| +21% | +$65.1K | 0.02% | 471 |
|
|
2023
Q2 | $314K | Buy |
5,139
+9
| +0.2% | +$549 | 0.01% | 521 |
|
|
2023
Q1 | $284K | Buy |
5,130
+10
| +0.2% | +$554 | 0.01% | 528 |
|
|
2022
Q4 | $259K | Buy |
+5,120
| New | +$259K | 0.09% | 124 |
|
|
2020
Q2 | – | Sell |
-10,207
| Closed | -$365K | – | 521 |
|
|
2020
Q1 | $365K | Sell |
10,207
-33,383
| -77% | -$1.19M | 0.05% | 248 |
|
|
2019
Q4 | $1.83M | Buy |
43,590
+31,459
| +259% | +$1.32M | 0.08% | 255 |
|
|
2019
Q3 | $483K | Hold |
12,131
| – | – | 0.06% | 257 |
|
|
2019
Q2 | $0 | Buy |
12,131
+2,031
| +20% | – | ﹤0.01% | 462 |
|
|
2019
Q1 | $376K | Buy |
+10,100
| New | +$376K | 0.05% | 267 |
|