LAS
LWM Advisory Services’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 | $1.31M | Sell |
13,714
-609
| -4% | -$58.1K | 0.9% | 25 |
|
|
2025
Q1 | $1.15M | Sell |
14,323
-1,212
| -8% | -$97.4K | 0.8% | 26 |
|
|
2024
Q4 | $1.37M | Sell |
15,535
-652
| -4% | -$57.3K | 0.95% | 24 |
|
|
2024
Q3 | $1.34M | Sell |
16,187
-2,163
| -12% | -$179K | 0.99% | 22 |
|
|
2024
Q2 | $1.47M | Sell |
18,350
-1,100
| -6% | -$88.1K | 1.23% | 23 |
|
|
2024
Q1 | $1.42M | Sell |
19,450
-243
| -1% | -$17.8K | 1.14% | 20 |
|
|
2023
Q4 | $1.28M | Buy |
19,693
+206
| +1% | +$13.4K | 1.13% | 19 |
|
|
2023
Q3 | $1.16M | Buy |
19,487
+156
| +0.8% | +$9.25K | 1.24% | 18 |
|
|
2023
Q2 | $1.18M | Buy |
19,331
+711
| +4% | +$43.4K | 1.25% | 17 |
|
|
2023
Q1 | $1.03M | Buy |
18,620
+6,478
| +53% | +$359K | 1.1% | 19 |
|
|
2022
Q4 | $615K | Sell |
12,142
-87
| -0.7% | -$4.41K | 0.68% | 32 |
|
|
2022
Q3 | $613K | Buy |
12,229
+3,125
| +34% | +$157K | 0.69% | 38 |
|
|
2022
Q2 | $476K | Buy |
9,104
+86
| +1% | +$4.5K | 0.57% | 53 |
|
|
2022
Q1 | $597K | Buy |
9,018
+1,554
| +21% | +$103K | 0.74% | 40 |
|
|
2021
Q4 | $541K | Buy |
+7,464
| New | +$541K | 0.67% | 42 |
|