KWM
Kingsview Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129M | Buy |
1,354,081
+74,537
| +6% | +$7.1M | 2.19% | 4 |
|
|
2025
Q1 | $103M | Sell |
1,279,544
-3,464
| -0.3% | -$278K | 1.94% | 8 |
|
|
2024
Q4 | $113M | Buy |
1,283,008
+840,689
| +190% | +$73.9M | 2.2% | 5 |
|
|
2024
Q3 | $36.7M | Sell |
442,319
-26,424
| -6% | -$2.19M | 0.77% | 26 |
|
|
2024
Q2 | $37.6M | Sell |
468,743
-7,158
| -2% | -$574K | 0.89% | 21 |
|
|
2024
Q1 | $34.8M | Buy |
475,901
+85,944
| +22% | +$6.29M | 0.87% | 21 |
|
|
2023
Q4 | $25.4M | Buy |
389,957
+96,168
| +33% | +$6.26M | 0.76% | 23 |
|
|
2023
Q3 | $17.4M | Buy |
293,789
+32,077
| +12% | +$1.9M | 0.63% | 26 |
|
|
2023
Q2 | $16M | Buy |
261,712
+1,997
| +0.8% | +$122K | 0.63% | 26 |
|
|
2023
Q1 | $14.4M | Buy |
259,715
+7,374
| +3% | +$408K | 0.6% | 29 |
|
|
2022
Q4 | $12.8M | Buy |
252,341
+12,147
| +5% | +$615K | 0.56% | 33 |
|
|
2022
Q3 | $12M | Buy |
240,194
+15,352
| +7% | +$769K | 0.57% | 32 |
|
|
2022
Q2 | $11.8M | Buy |
224,842
+14,026
| +7% | +$733K | 0.56% | 33 |
|
|
2022
Q1 | $14M | Sell |
210,816
-7,092
| -3% | -$470K | 0.61% | 26 |
|
|
2021
Q4 | $15.8M | Buy |
217,908
+26,576
| +14% | +$1.93M | 0.66% | 27 |
|
|
2021
Q3 | $12.2M | Buy |
191,332
+19,158
| +11% | +$1.23M | 0.58% | 28 |
|
|
2021
Q2 | $10.9M | Buy |
172,174
+21,841
| +15% | +$1.38M | 0.54% | 30 |
|
|
2021
Q1 | $8.61M | Buy |
150,333
+29,709
| +25% | +$1.7M | 0.49% | 38 |
|
|
2020
Q4 | $6.67M | Sell |
120,624
-1,744
| -1% | -$96.4K | 0.48% | 38 |
|
|
2020
Q3 | $6.13M | Sell |
122,368
-38,451
| -24% | -$1.93M | 0.55% | 34 |
|
|
2020
Q2 | $7.22M | Buy |
160,819
+53,242
| +49% | +$2.39M | 0.72% | 24 |
|
|
2020
Q1 | $3.85M | Buy |
107,577
+5,285
| +5% | +$189K | 0.52% | 50 |
|
|
2019
Q4 | $4.29M | Buy |
102,292
+67,507
| +194% | +$2.83M | 0.54% | 49 |
|
|
2019
Q3 | $1.35M | Buy |
34,785
+1,507
| +5% | +$58.6K | 0.21% | 134 |
|
|
2019
Q2 | $1.29M | Sell |
33,278
-80,079
| -71% | -$3.1M | 0.22% | 124 |
|
|
2019
Q1 | $4.22M | Buy |
113,357
+1,327
| +1% | +$49.4K | 0.64% | 33 |
|
|
2018
Q4 | $3.64M | Sell |
112,030
-12,127
| -10% | -$394K | 0.79% | 28 |
|
|
2018
Q3 | $4.75M | Buy |
124,157
+41,588
| +50% | +$1.59M | 0.96% | 17 |
|
|
2018
Q2 | $2.9M | Buy |
82,569
+893
| +1% | +$31.4K | 0.69% | 41 |
|
|
2018
Q1 | $2.74M | Buy |
81,676
+4,996
| +7% | +$167K | 0.68% | 41 |
|
|
2017
Q4 | $2.53M | Buy |
76,680
+62,103
| +426% | +$2.05M | 0.9% | 24 |
|
|
2017
Q3 | $1.81M | Buy |
14,577
+3,536
| +32% | +$438K | 0.79% | 30 |
|
|
2017
Q2 | $1.31M | Buy |
11,041
+4,129
| +60% | +$488K | 0.67% | 39 |
|
|
2017
Q1 | $786K | Buy |
+6,912
| New | +$786K | 0.47% | 70 |
|