Key Financial Inc’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 | $7.96M | Buy |
83,466
+856
| +1% | +$81.6K | 1.6% | 13 |
|
|
2025
Q1 | $6.64M | Sell |
82,610
-631
| -0.8% | -$50.7K | 1.44% | 18 |
|
|
2024
Q4 | $7.32M | Sell |
83,241
-946
| -1% | -$83.2K | 1.66% | 13 |
|
|
2024
Q3 | $6.98M | Sell |
84,187
-496
| -0.6% | -$41.1K | 1.54% | 13 |
|
|
2024
Q2 | $6.79M | Sell |
84,683
-699
| -0.8% | -$56K | 1.63% | 13 |
|
|
2024
Q1 | $6.25M | Sell |
85,382
-267
| -0.3% | -$19.5K | 1.59% | 13 |
|
|
2023
Q4 | $5.57M | Buy |
85,649
+844
| +1% | +$54.9K | 1.52% | 13 |
|
|
2023
Q3 | $5.03M | Buy |
84,805
+9,526
| +13% | +$565K | 1.7% | 11 |
|
|
2023
Q2 | $4.59M | Buy |
75,279
+116
| +0.2% | +$7.08K | 1.52% | 12 |
|
|
2023
Q1 | $4.16M | Buy |
75,163
+29,613
| +65% | +$1.64M | 1.52% | 13 |
|
|
2022
Q4 | $2.28M | Hold |
45,550
| – | – | 1.08% | 17 |
|
|
2022
Q3 | $2.28M | Buy |
45,550
+7,301
| +19% | +$366K | 1.07% | 17 |
|
|
2022
Q2 | $2.01M | Sell |
38,249
-1,799
| -4% | -$94.7K | 1.09% | 18 |
|
|
2022
Q1 | $2.65M | Buy |
40,048
+8,002
| +25% | +$530K | 1.32% | 14 |
|
|
2021
Q4 | $2.32M | Buy |
32,046
+722
| +2% | +$52.3K | 1.16% | 17 |
|
|
2021
Q3 | $2.01M | Buy |
31,324
+3,175
| +11% | +$203K | 1.13% | 16 |
|
|
2021
Q2 | $1.84M | Buy |
28,149
+12,855
| +84% | +$840K | 1.03% | 21 |
|
|
2021
Q1 | $863K | Buy |
15,294
+5,151
| +51% | +$291K | 0.57% | 29 |
|
|
2020
Q4 | $561K | Buy |
10,143
+3,338
| +49% | +$185K | 0.42% | 50 |
|
|
2020
Q3 | $341K | Buy |
6,805
+425
| +7% | +$21.3K | 0.35% | 71 |
|
|
2020
Q2 | $282K | Buy |
6,380
+1,890
| +42% | +$83.5K | 0.32% | 78 |
|
|
2020
Q1 | $163K | Buy |
+4,490
| New | +$163K | 0.17% | 108 |
|