LIA
LBMC Investment Advisors’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 | $3.17M | Buy |
33,210
+23
| +0.1% | +$2.19K | 0.23% | 54 |
|
|
2025
Q1 | $2.67M | Buy |
33,187
+27
| +0.1% | +$2.17K | 0.21% | 54 |
|
|
2024
Q4 | $2.91M | Buy |
33,160
+37
| +0.1% | +$3.25K | 0.23% | 48 |
|
|
2024
Q3 | $2.75M | Buy |
33,123
+30
| +0.1% | +$2.49K | 0.22% | 48 |
|
|
2024
Q2 | $2.65M | Buy |
33,093
+30
| +0.1% | +$2.4K | 0.23% | 46 |
|
|
2024
Q1 | $2.42M | Buy |
33,063
+28
| +0.1% | +$2.05K | 0.21% | 46 |
|
|
2023
Q4 | $2.15M | Buy |
33,035
+61
| +0.2% | +$3.97K | 0.2% | 40 |
|
|
2023
Q3 | $1.94M | Buy |
32,974
+56
| +0.2% | +$3.29K | 0.21% | 39 |
|
|
2023
Q2 | $2.01M | Buy |
32,918
+60
| +0.2% | +$3.66K | 0.2% | 39 |
|
|
2023
Q1 | $1.82M | Sell |
32,858
-207
| -0.6% | -$11.5K | 0.18% | 42 |
|
|
2022
Q4 | $1.68M | Buy |
33,065
+8
| +0% | +$405 | 0.18% | 39 |
|
|
2022
Q3 | $1.66M | Buy |
33,057
+9,716
| +42% | +$487K | 0.19% | 38 |
|
|
2022
Q2 | $1.22M | Buy |
23,341
+10,136
| +77% | +$530K | 0.13% | 45 |
|
|
2022
Q1 | $874K | Sell |
13,205
-1,087
| -8% | -$71.9K | 0.08% | 66 |
|
|
2021
Q4 | $1.04M | Buy |
14,292
+7,888
| +123% | +$572K | 0.09% | 65 |
|
|
2021
Q3 | $937 | Sell |
6,404
-9,308
| -59% | -$1.36K | 0.09% | 64 |
|
|
2021
Q2 | $989K | Buy |
15,712
+20
| +0.1% | +$1.26K | 0.09% | 62 |
|
|
2021
Q1 | $885K | Sell |
15,692
-1,335
| -8% | -$75.3K | 0.09% | 56 |
|
|
2020
Q4 | $941K | Buy |
17,027
+28
| +0.2% | +$1.55K | 0.11% | 48 |
|
|
2020
Q3 | $852K | Sell |
16,999
-10,179
| -37% | -$510K | 0.12% | 48 |
|
|
2020
Q2 | $1.22M | Buy |
27,178
+10,141
| +60% | +$456K | 0.19% | 39 |
|
|
2020
Q1 | $609K | Buy |
17,037
+46
| +0.3% | +$1.64K | 0.11% | 41 |
|
|
2019
Q4 | $712K | Buy |
+16,991
| New | +$712K | 0.1% | 46 |
|
|
2019
Q3 | – | Sell |
-27,139
| Closed | -$1.05M | – | 103 |
|
|
2019
Q2 | $1.05M | Sell |
27,139
-59
| -0.2% | -$2.29K | 0.16% | 37 |
|
|
2019
Q1 | $1.01M | Buy |
27,198
+10,011
| +58% | +$372K | 0.16% | 36 |
|
|
2018
Q4 | $559K | Sell |
17,187
-865
| -5% | -$28.1K | 0.1% | 51 |
|
|
2018
Q3 | $690K | Sell |
18,052
-485
| -3% | -$18.5K | 0.11% | 47 |
|
|
2018
Q2 | $651K | Buy |
18,537
+43
| +0.2% | +$1.51K | 0.11% | 48 |
|
|
2018
Q1 | $620K | Sell |
18,494
-10,070
| -35% | -$338K | 0.11% | 42 |
|
|
2017
Q4 | $943K | Buy |
28,564
+21,436
| +301% | +$708K | 0.15% | 37 |
|
|
2017
Q3 | $883K | Buy |
7,128
+2,539
| +55% | +$315K | 0.15% | 36 |
|
|
2017
Q2 | $543K | Sell |
4,589
-2,515
| -35% | -$298K | 0.1% | 44 |
|
|
2017
Q1 | $808K | Buy |
7,104
+2,538
| +56% | +$289K | 0.14% | 34 |
|
|
2016
Q4 | $481K | Buy |
4,566
+14
| +0.3% | +$1.48K | 0.09% | 47 |
|
|
2016
Q3 | $479K | Buy |
4,552
+2,539
| +126% | +$267K | 0.09% | 52 |
|
|
2016
Q2 | $203K | Sell |
2,013
-2,515
| -56% | -$254K | 0.04% | 67 |
|
|
2016
Q1 | $455K | Buy |
4,528
+11
| +0.2% | +$1.11K | 0.09% | 46 |
|
|
2015
Q4 | $452K | Buy |
4,517
+14
| +0.3% | +$1.4K | 0.1% | 42 |
|
|
2015
Q3 | $420K | Buy |
4,503
+13
| +0.3% | +$1.21K | 0.1% | 41 |
|
|
2015
Q2 | $443K | Buy |
4,490
+12
| +0.3% | +$1.18K | 0.09% | 39 |
|
|
2015
Q1 | $441K | Hold |
4,478
| – | – | 0.1% | 39 |
|
|
2014
Q4 | $434K | Hold |
4,478
| – | – | 0.1% | 37 |
|
|
2014
Q3 | $414K | Hold |
4,478
| – | – | 0.1% | 34 |
|
|
2014
Q2 | $407K | Hold |
4,478
| – | – | 0.11% | 34 |
|
|
2014
Q1 | $387K | Hold |
4,478
| – | – | 0.1% | 34 |
|
|
2013
Q4 | $383K | Hold |
4,478
| – | – | 0.1% | 35 |
|
|
2013
Q3 | $346K | Hold |
4,478
| – | – | 0.1% | 36 |
|
|
2013
Q2 | $325K | Buy |
+4,478
| New | +$325K | 0.11% | 34 |
|