LW
Linscomb Wealth’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 | $586K | Hold |
6,143
| – | – | 0.03% | 218 |
|
|
2025
Q1 | $494K | Hold |
6,143
| – | – | 0.02% | 227 |
|
|
2024
Q4 | $540K | Buy |
6,143
+11
| +0.2% | +$967 | 0.03% | 219 |
|
|
2024
Q3 | $509K | Buy |
6,132
+10
| +0.2% | +$829 | 0.03% | 218 |
|
|
2024
Q2 | $491K | Buy |
6,122
+9
| +0.1% | +$721 | 0.03% | 215 |
|
|
2024
Q1 | $447K | Buy |
6,113
+9
| +0.1% | +$658 | 0.02% | 221 |
|
|
2023
Q4 | $397K | Sell |
6,104
-77
| -1% | -$5.01K | 0.02% | 225 |
|
|
2023
Q3 | $366K | Buy |
6,181
+115
| +2% | +$6.82K | 0.02% | 226 |
|
|
2023
Q2 | $370K | Buy |
6,066
+18
| +0.3% | +$1.1K | 0.02% | 229 |
|
|
2023
Q1 | $335K | Sell |
6,048
-121
| -2% | -$6.7K | 0.02% | 240 |
|
|
2022
Q4 | $313K | Buy |
6,169
+118
| +2% | +$5.98K | 0.02% | 275 |
|
|
2022
Q3 | $303K | Buy |
6,051
+55
| +0.9% | +$2.75K | 0.02% | 234 |
|
|
2022
Q2 | $313K | Sell |
5,996
-30
| -0.5% | -$1.57K | 0.02% | 241 |
|
|
2022
Q1 | $399K | Buy |
6,026
+10
| +0.2% | +$662 | 0.02% | 249 |
|
|
2021
Q4 | $436K | Buy |
6,016
+10
| +0.2% | +$725 | 0.02% | 238 |
|
|
2021
Q3 | $384K | Buy |
6,006
+10
| +0.2% | +$639 | 0.02% | 238 |
|
|
2021
Q2 | $378K | Buy |
5,996
+10
| +0.2% | +$630 | 0.02% | 237 |
|
|
2021
Q1 | $338K | Buy |
5,986
+52
| +0.9% | +$2.94K | 0.02% | 246 |
|
|
2020
Q4 | $328K | Buy |
5,934
+19
| +0.3% | +$1.05K | 0.02% | 240 |
|
|
2020
Q3 | $296K | Sell |
5,915
-5,576
| -49% | -$279K | 0.02% | 238 |
|
|
2020
Q2 | $516K | Sell |
11,491
-37,523
| -77% | -$1.68M | 0.04% | 186 |
|
|
2020
Q1 | $1.75M | Buy |
49,014
+1,832
| +4% | +$65.5K | 0.15% | 93 |
|
|
2019
Q4 | $1.98M | Buy |
+47,182
| New | +$1.98M | 0.13% | 106 |
|