Lowery Thomas LLC’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 | $2.83M | Sell |
29,673
-254
| -0.8% | -$24.2K | 1.81% | 19 |
|
|
2025
Q1 | $2.41M | Sell |
29,927
-298
| -1% | -$24K | 1.65% | 21 |
|
|
2024
Q4 | $2.66M | Sell |
30,225
-243
| -0.8% | -$21.4K | 1.73% | 20 |
|
|
2024
Q3 | $2.53M | Sell |
30,468
-1,046
| -3% | -$86.8K | 1.71% | 19 |
|
|
2024
Q2 | $2.53M | Sell |
31,514
-127
| -0.4% | -$10.2K | 1.84% | 18 |
|
|
2024
Q1 | $2.31M | Sell |
31,641
-1,174
| -4% | -$85.9K | 1.77% | 18 |
|
|
2023
Q4 | $2.13M | Sell |
32,815
-53
| -0.2% | -$3.45K | 1.83% | 18 |
|
|
2023
Q3 | $1.95M | Sell |
32,868
-481
| -1% | -$28.5K | 1.86% | 17 |
|
|
2023
Q2 | $2.03M | Sell |
33,349
-34
| -0.1% | -$2.07K | 2% | 17 |
|
|
2023
Q1 | $1.85M | Sell |
33,383
-43,634
| -57% | -$2.42M | 2.04% | 17 |
|
|
2022
Q4 | $3.9M | Sell |
77,017
-27,594
| -26% | -$1.4M | 4.69% | 8 |
|
|
2022
Q3 | $5.24M | Buy |
104,611
+1,353
| +1% | +$67.8K | 6.13% | 3 |
|
|
2022
Q2 | $5.4M | Sell |
103,258
-5,459
| -5% | -$285K | 5.16% | 6 |
|
|
2022
Q1 | $7.2M | Sell |
108,717
-5,128
| -5% | -$340K | 5.59% | 5 |
|
|
2021
Q4 | $8.25M | Buy |
+113,845
| New | +$8.25M | 5.69% | 3 |
|