Moneta Group Investment Advisors’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 | $2.48M | Buy |
26,046
+3,642
| +16% | +$347K | 0.03% | 205 |
|
|
2025
Q1 | $1.8M | Buy |
22,404
+3,149
| +16% | +$253K | 0.02% | 221 |
|
|
2024
Q4 | $1.69M | Buy |
19,255
+527
| +3% | +$46.3K | 0.02% | 226 |
|
|
2024
Q3 | $1.55M | Buy |
18,728
+4,191
| +29% | +$348K | 0.02% | 228 |
|
|
2024
Q2 | $1.16M | Sell |
14,537
-358
| -2% | -$28.7K | 0.02% | 253 |
|
|
2024
Q1 | $1.09M | Sell |
14,895
-3,474
| -19% | -$254K | 0.02% | 261 |
|
|
2023
Q4 | $1.2M | Buy |
18,369
+4,602
| +33% | +$299K | 0.02% | 216 |
|
|
2023
Q3 | $816K | Sell |
13,767
-586
| -4% | -$34.7K | 0.02% | 249 |
|
|
2023
Q2 | $876K | Sell |
14,353
-155
| -1% | -$9.46K | 0.02% | 243 |
|
|
2023
Q1 | $803K | Buy |
14,508
+1,079
| +8% | +$59.7K | 0.02% | 240 |
|
|
2022
Q4 | $719K | Sell |
13,429
-1,062
| -7% | -$56.8K | 0.02% | 247 |
|
|
2022
Q3 | $726K | Sell |
14,491
-1,844
| -11% | -$92.4K | 0.03% | 217 |
|
|
2022
Q2 | $854K | Buy |
16,335
+356
| +2% | +$18.6K | 0.03% | 226 |
|
|
2022
Q1 | $1.06M | Sell |
15,979
-2,015
| -11% | -$133K | 0.04% | 195 |
|
|
2021
Q4 | $1.3M | Sell |
17,994
-610
| -3% | -$44.2K | 0.05% | 172 |
|
|
2021
Q3 | $1.19M | Buy |
18,604
+55
| +0.3% | +$3.52K | 0.05% | 175 |
|
|
2021
Q2 | $1.17M | Sell |
18,549
-511
| -3% | -$32.2K | 0.05% | 180 |
|
|
2021
Q1 | $1.08M | Sell |
19,060
-727
| -4% | -$41K | 0.06% | 170 |
|
|
2020
Q4 | $1.09M | Sell |
19,787
-169
| -0.8% | -$9.34K | 0.08% | 138 |
|
|
2020
Q3 | $1M | Sell |
19,956
-4,376
| -18% | -$219K | 0.09% | 122 |
|
|
2020
Q2 | $1.09M | Sell |
24,332
-4,291
| -15% | -$193K | 0.1% | 108 |
|
|
2020
Q1 | $1.02M | Sell |
28,623
-19,194
| -40% | -$686K | 0.11% | 106 |
|
|
2019
Q4 | $2M | Buy |
47,817
+16
| +0% | +$671 | 0.17% | 88 |
|
|
2019
Q3 | $1.86M | Sell |
47,801
-2,057
| -4% | -$80K | 0.17% | 89 |
|
|
2019
Q2 | $1.93M | Sell |
49,858
-103,112
| -67% | -$3.99M | 0.19% | 79 |
|
|
2019
Q1 | $5.69M | Sell |
152,970
-76
| -0% | -$2.83K | 0.59% | 32 |
|
|
2018
Q4 | $4.97M | Buy |
153,046
+11,643
| +8% | +$378K | 0.59% | 36 |
|
|
2018
Q3 | $5.41M | Buy |
141,403
+131,571
| +1,338% | +$5.03M | 0.55% | 35 |
|
|
2018
Q2 | $345K | Buy |
+9,832
| New | +$345K | 0.04% | 198 |
|