Lane & Associates’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
Q1 | $12.7M | Buy |
158,500
+10,202
| +7% | +$820K | 6.87% | 2 |
|
2024
Q4 | $13.4M | Buy |
148,298
+35,283
| +31% | +$3.18M | 6.91% | 3 |
|
2024
Q3 | $9.37M | Buy |
113,015
+57,919
| +105% | +$4.8M | 5.1% | 3 |
|
2024
Q2 | $4.41M | Sell |
55,096
-3,799
| -6% | -$304K | 2.6% | 8 |
|
2024
Q1 | $4.31M | Sell |
58,895
-31
| -0.1% | -$2.27K | 2.71% | 9 |
|
2023
Q4 | $3.83M | Sell |
58,926
-3,792
| -6% | -$247K | 2.79% | 9 |
|
2023
Q3 | $3.72M | Sell |
62,718
-2,929
| -4% | -$174K | 2.99% | 7 |
|
2023
Q2 | $4.01M | Sell |
65,647
-1,344
| -2% | -$82K | 3.19% | 7 |
|
2023
Q1 | $3.71M | Sell |
66,991
-5,046
| -7% | -$279K | 3.31% | 7 |
|
2022
Q4 | $3.65M | Buy |
+72,037
| New | +$3.65M | 3.46% | 6 |
|