Meridian Wealth Management’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 | $6.09M | Sell |
63,937
-1,697
| -3% | -$162K | 0.26% | 88 |
|
|
2025
Q1 | $5.27M | Buy |
65,634
+507
| +0.8% | +$40.7K | 0.26% | 89 |
|
|
2024
Q4 | $5.72M | Sell |
65,127
-6,156
| -9% | -$541K | 0.27% | 80 |
|
|
2024
Q3 | $5.91M | Sell |
71,283
-3,569
| -5% | -$296K | 0.29% | 74 |
|
|
2024
Q2 | $6M | Buy |
+74,852
| New | +$6M | 0.72% | 30 |
|
|
2024
Q1 | – | Sell |
-93,021
| Closed | -$6.04M | – | 494 |
|
|
2023
Q4 | $6.04M | Buy |
93,021
+112
| +0.1% | +$7.28K | 0.39% | 58 |
|
|
2023
Q3 | $5.52M | Sell |
92,909
-701
| -0.7% | -$41.6K | 0.34% | 59 |
|
|
2023
Q2 | $5.71M | Sell |
93,610
-1,771
| -2% | -$108K | 0.48% | 33 |
|
|
2023
Q1 | $5.28M | Sell |
95,381
-3,450
| -3% | -$191K | 0.46% | 38 |
|
|
2022
Q4 | $5.01M | Sell |
98,831
-1,904
| -2% | -$96.5K | 0.49% | 39 |
|
|
2022
Q3 | $5.05M | Sell |
100,735
-113,280
| -53% | -$5.68M | 0.54% | 34 |
|
|
2022
Q2 | $11.2M | Buy |
214,015
+146,745
| +218% | +$7.67M | 0.92% | 15 |
|
|
2022
Q1 | $4.45M | Buy |
67,270
+6,037
| +10% | +$400K | 0.49% | 34 |
|
|
2021
Q4 | $4.44M | Buy |
61,233
+9,941
| +19% | +$720K | 0.47% | 39 |
|
|
2021
Q3 | $3.28M | Buy |
51,292
+4,667
| +10% | +$299K | 0.41% | 52 |
|
|
2021
Q2 | $2.94M | Sell |
46,625
-4,547
| -9% | -$286K | 0.37% | 55 |
|
|
2021
Q1 | $2.89M | Sell |
51,172
-105,043
| -67% | -$5.92M | 0.42% | 51 |
|
|
2020
Q4 | $8.64M | Buy |
156,215
+1,921
| +1% | +$106K | 1.37% | 12 |
|
|
2020
Q3 | $7.73M | Buy |
154,294
+136,378
| +761% | +$6.83M | 1.9% | 10 |
|
|
2020
Q2 | $804K | Buy |
17,916
+1,305
| +8% | +$58.6K | 0.27% | 81 |
|
|
2020
Q1 | $593K | Buy |
16,611
+8,069
| +94% | +$288K | 0.26% | 81 |
|
|
2019
Q4 | $357K | Buy |
8,542
+793
| +10% | +$33.1K | 0.17% | 132 |
|
|
2019
Q3 | $301K | Buy |
7,749
+3,532
| +84% | +$137K | 0.14% | 150 |
|
|
2019
Q2 | $1.63K | Buy |
+4,217
| New | +$1.63K | 0.07% | 229 |
|