Laurel Wealth Advisors (North Carolina)’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 | $8.98M | Buy |
855,779
+847,034
| +9,686% | +$8.89M | 0.13% | 117 |
|
|
2025
Q1 | $703K | Buy |
8,745
+260
| +3% | +$20.9K | 0.11% | 121 |
|
|
2024
Q4 | $746K | Buy |
8,485
+376
| +5% | +$33K | 0.12% | 115 |
|
|
2024
Q3 | $672K | Sell |
8,109
-797
| -9% | -$66.1K | 0.11% | 119 |
|
|
2024
Q2 | $714K | Buy |
8,906
+7
| +0.1% | +$561 | 0.12% | 117 |
|
|
2024
Q1 | $651K | Buy |
8,899
+21
| +0.2% | +$1.54K | 0.11% | 118 |
|
|
2023
Q4 | $578K | Buy |
8,878
+248
| +3% | +$16.1K | 0.11% | 118 |
|
|
2023
Q3 | $512K | Buy |
8,630
+202
| +2% | +$12K | 0.11% | 118 |
|
|
2023
Q2 | $514K | Buy |
8,428
+455
| +6% | +$27.8K | 0.1% | 121 |
|
|
2023
Q1 | $441K | Buy |
7,973
+1,619
| +25% | +$89.6K | 0.09% | 126 |
|
|
2022
Q4 | $322K | Sell |
6,354
-866
| -12% | -$43.9K | 0.07% | 129 |
|
|
2022
Q3 | $362K | Buy |
7,220
+3,687
| +104% | +$185K | 0.09% | 124 |
|
|
2022
Q2 | $185K | Buy |
3,533
+3,318
| +1,543% | +$174K | 0.04% | 161 |
|
|
2022
Q1 | $14K | Buy |
215
+40
| +23% | +$2.61K | ﹤0.01% | 382 |
|
|
2021
Q4 | $13K | Buy |
175
+5
| +3% | +$371 | ﹤0.01% | 392 |
|
|
2021
Q3 | $11K | Buy |
170
+45
| +36% | +$2.91K | ﹤0.01% | 406 |
|
|
2021
Q2 | $8K | Buy |
125
+60
| +92% | +$3.84K | ﹤0.01% | 485 |
|
|
2021
Q1 | $4K | Hold |
65
| – | – | ﹤0.01% | 536 |
|
|
2020
Q4 | $4K | Hold |
65
| – | – | ﹤0.01% | 503 |
|
|
2020
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 468 |
|
|
2020
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 459 |
|
|
2020
Q1 | $2K | Hold |
65
| – | – | ﹤0.01% | 479 |
|
|
2019
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 480 |
|
|
2019
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 461 |
|
|
2019
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 472 |
|
|
2019
Q1 | $2K | Hold |
65
| – | – | ﹤0.01% | 463 |
|
|
2018
Q4 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 466 |
|