Independent Solutions Wealth Management’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 | $213K | Buy |
+2,239
| New | +$213K | 0.04% | 171 |
|
|
2024
Q1 | – | Sell |
-3,119
| Closed | -$203K | – | 178 |
|
|
2023
Q4 | $203K | Sell |
3,119
-320
| -9% | -$20.8K | 0.05% | 162 |
|
|
2023
Q3 | $204K | Sell |
3,439
-10,013
| -74% | -$594K | 0.05% | 191 |
|
|
2023
Q2 | $821K | Sell |
13,452
-208
| -2% | -$12.7K | 0.21% | 103 |
|
|
2023
Q1 | $756K | Sell |
13,660
-1,034
| -7% | -$57.2K | 0.22% | 96 |
|
|
2022
Q4 | $745K | Sell |
14,694
-1,358
| -8% | -$68.8K | 0.23% | 97 |
|
|
2022
Q3 | $804K | Buy |
16,052
+5,300
| +49% | +$266K | 0.26% | 88 |
|
|
2022
Q2 | $562K | Sell |
10,752
-82
| -0.8% | -$4.29K | 0.18% | 109 |
|
|
2022
Q1 | $717K | Sell |
10,834
-911
| -8% | -$60.3K | 0.17% | 103 |
|
|
2021
Q4 | $851K | Buy |
11,745
+595
| +5% | +$43.1K | 0.2% | 102 |
|
|
2021
Q3 | $714K | Sell |
11,150
-473
| -4% | -$30.3K | 0.18% | 107 |
|
|
2021
Q2 | $732K | Buy |
11,623
+1,037
| +10% | +$65.3K | 0.18% | 109 |
|
|
2021
Q1 | $597K | Sell |
10,586
-2,236
| -17% | -$126K | 0.16% | 106 |
|
|
2020
Q4 | $709K | Sell |
12,822
-803
| -6% | -$44.4K | 0.22% | 87 |
|
|
2020
Q3 | $683K | Sell |
13,625
-992
| -7% | -$49.7K | 0.26% | 80 |
|
|
2020
Q2 | $657K | Sell |
14,617
-509
| -3% | -$22.9K | 0.28% | 70 |
|
|
2020
Q1 | $541K | Buy |
15,126
+246
| +2% | +$8.79K | 0.3% | 66 |
|
|
2019
Q4 | $624K | Buy |
+14,880
| New | +$624K | 0.28% | 75 |
|