J.P. Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $39.8M | Buy |
671,758
+55,905
| +9% | +$3.31M | 0.11% | 186 |
|
|
2023
Q2 | $37.6M | Buy |
615,853
+23,228
| +4% | +$1.42M | 0.2% | 108 |
|
|
2023
Q1 | $32.8M | Sell |
592,625
-198,972
| -25% | -$11M | 0.07% | 245 |
|
|
2022
Q4 | $40.1M | Buy |
791,597
+322,223
| +69% | +$16.3M | 0.09% | 204 |
|
|
2022
Q3 | $23.5M | Buy |
469,374
+21,696
| +5% | +$1.09M | 0.06% | 265 |
|
|
2022
Q2 | $23.4M | Sell |
447,678
-94,136
| -17% | -$4.92M | 0.06% | 267 |
|
|
2022
Q1 | $35.9M | Buy |
541,814
+28,705
| +6% | +$1.9M | 0.08% | 239 |
|
|
2021
Q4 | $37.2M | Buy |
513,109
+39,583
| +8% | +$2.87M | 0.08% | 224 |
|
|
2021
Q3 | $30.3M | Buy |
473,526
+62,819
| +15% | +$4.02M | 0.07% | 249 |
|
|
2021
Q2 | $25.9M | Buy |
410,707
+100,926
| +33% | +$6.36M | 0.07% | 265 |
|
|
2021
Q1 | $17.5M | Sell |
309,781
-5,281
| -2% | -$298K | 0.06% | 295 |
|
|
2020
Q4 | $17.4M | Buy |
315,062
+10,733
| +4% | +$593K | 0.06% | 282 |
|
|
2020
Q3 | $15.3M | Buy |
304,329
+103,635
| +52% | +$5.19M | 0.06% | 255 |
|
|
2020
Q2 | $9.02M | Buy |
200,694
+189,963
| +1,770% | +$8.53M | 0.04% | 302 |
|
|
2020
Q1 | $384K | Sell |
10,731
-1,293
| -11% | -$46.3K | ﹤0.01% | 1037 |
|
|
2019
Q4 | $504K | Buy |
12,024
+38
| +0.3% | +$1.59K | ﹤0.01% | 1049 |
|
|
2019
Q3 | $466K | Buy |
11,986
+219
| +2% | +$8.51K | ﹤0.01% | 1031 |
|
|
2019
Q2 | $456K | Buy |
11,767
+69
| +0.6% | +$2.67K | ﹤0.01% | 1029 |
|
|
2019
Q1 | $435K | Buy |
11,698
+32
| +0.3% | +$1.19K | ﹤0.01% | 1080 |
|
|
2018
Q4 | $379K | Buy |
11,666
+984
| +9% | +$32K | ﹤0.01% | 1066 |
|
|
2018
Q3 | $408K | Buy |
+10,682
| New | +$408K | ﹤0.01% | 1156 |
|