LWA
Lowe Wealth 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 | $103K | Hold |
1,078
| – | – | 0.04% | 87 |
|
|
2025
Q1 | $86.6K | Sell |
1,078
-46
| -4% | -$3.7K | 0.04% | 98 |
|
|
2024
Q4 | $98.8K | Buy |
1,124
+543
| +93% | +$47.7K | 0.04% | 87 |
|
|
2024
Q3 | $48.2K | Hold |
581
| – | – | 0.02% | 131 |
|
|
2024
Q2 | $46.6K | Sell |
581
-44
| -7% | -$3.53K | 0.02% | 128 |
|
|
2024
Q1 | $45.7K | Hold |
625
| – | – | 0.02% | 121 |
|
|
2023
Q4 | $40.7K | Buy |
625
+34
| +6% | +$2.21K | 0.02% | 129 |
|
|
2023
Q3 | $35K | Hold |
591
| – | – | 0.02% | 126 |
|
|
2023
Q2 | $36.1K | Hold |
591
| – | – | 0.02% | 126 |
|
|
2023
Q1 | $32.7K | Hold |
591
| – | – | 0.02% | 129 |
|
|
2022
Q4 | $29.9K | Hold |
591
| – | – | 0.02% | 132 |
|
|
2022
Q3 | $30K | Sell |
591
-400
| -40% | -$20.3K | 0.02% | 125 |
|
|
2022
Q2 | $52K | Hold |
991
| – | – | 0.03% | 89 |
|
|
2022
Q1 | $66K | Hold |
991
| – | – | 0.03% | 88 |
|
|
2021
Q4 | $72K | Hold |
991
| – | – | 0.03% | 80 |
|
|
2021
Q3 | $63K | Hold |
991
| – | – | 0.03% | 78 |
|
|
2021
Q2 | $62K | Hold |
991
| – | – | 0.03% | 80 |
|
|
2021
Q1 | $56K | Hold |
991
| – | – | 0.03% | 78 |
|
|
2020
Q4 | $55K | Hold |
991
| – | – | 0.03% | 79 |
|
|
2020
Q3 | $50K | Buy |
991
+20
| +2% | +$1.01K | 0.03% | 73 |
|
|
2020
Q2 | $44K | Hold |
971
| – | – | 0.03% | 74 |
|
|
2020
Q1 | $35K | Buy |
971
+24
| +3% | +$865 | 0.02% | 75 |
|
|
2019
Q4 | $40K | Buy |
+947
| New | +$40K | 0.02% | 75 |
|