Independent Wealth Network’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 | $11.4M | Buy |
120,044
+2,469
| +2% | +$235K | 4.16% | 1 |
|
|
2025
Q1 | $9.45M | Buy |
117,575
+29
| +0% | +$2.33K | 3.77% | 2 |
|
|
2024
Q4 | $10.3M | Buy |
117,546
+336
| +0.3% | +$29.5K | 4.19% | 1 |
|
|
2024
Q3 | $9.72M | Sell |
117,210
-7,956
| -6% | -$660K | 4.3% | 2 |
|
|
2024
Q2 | $10M | Buy |
125,166
+6,117
| +5% | +$490K | 4.67% | 1 |
|
|
2024
Q1 | $8.71M | Sell |
119,049
-859
| -0.7% | -$62.8K | 4.08% | 2 |
|
|
2023
Q4 | $7.8M | Buy |
119,908
+837
| +0.7% | +$54.5K | 4.1% | 2 |
|
|
2023
Q3 | $7.06M | Buy |
119,071
+9,782
| +9% | +$580K | 4.34% | 2 |
|
|
2023
Q2 | $6.67M | Buy |
109,289
+1,368
| +1% | +$83.5K | 4.01% | 2 |
|
|
2023
Q1 | $5.97M | Buy |
107,921
+1,811
| +2% | +$100K | 3.82% | 3 |
|
|
2022
Q4 | $5.38M | Buy |
106,110
+4,869
| +5% | +$247K | 3.68% | 3 |
|
|
2022
Q3 | $5.07M | Buy |
101,241
+5,865
| +6% | +$294K | 3.96% | 2 |
|
|
2022
Q2 | $4.99M | Buy |
95,376
+3,369
| +4% | +$176K | 3.59% | 2 |
|
|
2022
Q1 | $6.09M | Sell |
92,007
-2,533
| -3% | -$168K | 3.87% | 1 |
|
|
2021
Q4 | $6.85M | Sell |
94,540
-17,771
| -16% | -$1.29M | 4.22% | 1 |
|
|
2021
Q3 | $7.94M | Buy |
+112,311
| New | +$7.94M | 5.19% | 1 |
|