LA
Lifeworks 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 | $1.7M | Sell |
17,854
-295
| -2% | -$28.1K | 0.25% | 93 |
|
|
2025
Q1 | $1.46M | Sell |
18,149
-5,379
| -23% | -$432K | 0.24% | 97 |
|
|
2024
Q4 | $2.07M | Sell |
23,528
-2,290
| -9% | -$201K | 0.37% | 77 |
|
|
2024
Q3 | $2.14M | Buy |
25,818
+16,252
| +170% | +$1.35M | 0.42% | 72 |
|
|
2024
Q2 | $767K | Sell |
9,566
-3,615
| -27% | -$290K | 0.21% | 103 |
|
|
2024
Q1 | $964K | Sell |
13,181
-4,057
| -24% | -$297K | 0.27% | 87 |
|
|
2023
Q4 | $1.12M | Buy |
17,238
+6,246
| +57% | +$406K | 0.39% | 78 |
|
|
2023
Q3 | $652K | Buy |
+10,992
| New | +$652K | 0.25% | 101 |
|
|
2022
Q3 | – | Sell |
-4,208
| Closed | -$220K | – | 154 |
|
|
2022
Q2 | $220K | Buy |
4,208
+45
| +1% | +$2.35K | 0.14% | 128 |
|
|
2022
Q1 | $276K | Sell |
4,163
-8
| -0.2% | -$530 | 0.18% | 106 |
|
|
2021
Q4 | $302K | Buy |
+4,171
| New | +$302K | 0.24% | 96 |
|