Jackson Grant Investment Advisers’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
$1.31M Buy
13,722
+25
+0.2% +$2.38K 0.48% 38
2025
Q1
$1.1M Buy
13,697
+194
+1% +$15.6K 0.43% 38
2024
Q4
$1.19M Buy
13,503
+21
+0.2% +$1.85K 0.46% 39
2024
Q3
$1.12M Buy
13,482
+16
+0.1% +$1.33K 0.42% 39
2024
Q2
$1.08M Buy
13,466
+17
+0.1% +$1.36K 0.44% 39
2024
Q1
$984K Buy
13,449
+15
+0.1% +$1.1K 0.4% 41
2023
Q4
$874K Sell
13,434
-150
-1% -$9.76K 0.39% 42
2023
Q3
$805K Buy
13,584
+2,767
+26% +$164K 0.39% 43
2023
Q2
$660K Buy
10,817
+34
+0.3% +$2.07K 0.31% 53
2023
Q1
$597K Buy
10,783
+36
+0.3% +$1.99K 0.28% 55
2022
Q4
$545K Buy
10,747
+29
+0.3% +$1.47K 0.26% 57
2022
Q3
$537K Buy
10,718
+27
+0.3% +$1.35K 0.28% 55
2022
Q2
$559K Buy
10,691
+26
+0.2% +$1.36K 0.28% 55
2022
Q1
$706K Buy
10,665
+211
+2% +$14K 0.3% 50
2021
Q4
$758K Buy
10,454
+53
+0.5% +$3.84K 0.39% 39
2021
Q3
$666K Buy
10,401
+16
+0.2% +$1.03K 0.3% 51
2021
Q2
$654K Buy
10,385
+135
+1% +$8.5K 0.29% 51
2021
Q1
$578K Buy
10,250
+20
+0.2% +$1.13K 0.27% 53
2020
Q4
$566K Buy
10,230
+24
+0.2% +$1.33K 0.29% 49
2020
Q3
$511K Buy
10,206
+23
+0.2% +$1.15K 0.31% 47
2020
Q2
$457K Sell
10,183
-74
-0.7% -$3.32K 0.29% 50
2020
Q1
$367K Sell
10,257
-646
-6% -$23.1K 0.27% 51
2019
Q4
$457K Buy
10,903
+105
+1% +$4.4K 0.25% 52
2019
Q3
$420K Buy
10,798
+329
+3% +$12.8K 0.24% 53
2019
Q2
$405K Hold
10,469
0.24% 56
2019
Q1
$390K Sell
10,469
-1,276
-11% -$47.5K 0.23% 55
2018
Q4
$382K Buy
11,745
+110
+0.9% +$3.58K 0.27% 53
2018
Q3
$445K Buy
11,635
+2,025
+21% +$77.5K 0.28% 49
2018
Q2
$338K Buy
9,610
+2,520
+36% +$88.6K 0.23% 52
2018
Q1
$238K Buy
7,090
+2,731
+63% +$91.7K 0.17% 71
2017
Q4
$144K Buy
4,359
+1,111
+34% +$36.7K 0.1% 93
2017
Q3
$101K Buy
+3,248
New +$101K 0.07% 106