Moseley Investment 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 | $202K | Sell |
2,117
-1,082
| -34% | -$103K | 0.07% | 161 |
|
|
2025
Q1 | $257K | Sell |
3,199
-15
| -0.5% | -$1.21K | 0.1% | 126 |
|
|
2024
Q4 | $282K | Sell |
3,214
-286
| -8% | -$25.1K | 0.11% | 119 |
|
|
2024
Q3 | $290K | Sell |
3,500
-766
| -18% | -$63.5K | 0.12% | 120 |
|
|
2024
Q2 | $342K | Buy |
4,266
+15
| +0.4% | +$1.2K | 0.16% | 104 |
|
|
2024
Q1 | $311K | Sell |
4,251
-942
| -18% | -$68.9K | 0.15% | 111 |
|
|
2023
Q4 | $338K | Sell |
5,193
-486
| -9% | -$31.6K | 0.19% | 101 |
|
|
2023
Q3 | $337K | Buy |
5,679
+682
| +14% | +$40.4K | 0.2% | 100 |
|
|
2023
Q2 | $305K | Sell |
4,997
-95
| -2% | -$5.8K | 0.18% | 107 |
|
|
2023
Q1 | $282K | Sell |
5,092
-426
| -8% | -$23.6K | 0.18% | 111 |
|
|
2022
Q4 | $280K | Sell |
5,518
-95
| -2% | -$4.81K | 0.2% | 111 |
|
|
2022
Q3 | $281K | Sell |
5,613
-60
| -1% | -$3K | 0.21% | 108 |
|
|
2022
Q2 | $297K | Sell |
5,673
-12
| -0.2% | -$628 | 0.21% | 110 |
|
|
2022
Q1 | $376K | Sell |
5,685
-968
| -15% | -$64K | 0.2% | 113 |
|
|
2021
Q4 | $482K | Sell |
6,653
-835
| -11% | -$60.5K | 0.22% | 109 |
|
|
2021
Q3 | $484K | Buy |
7,488
+405
| +6% | +$26.2K | 0.24% | 100 |
|
|
2021
Q2 | $446K | Sell |
7,083
-513
| -7% | -$32.3K | 0.22% | 105 |
|
|
2021
Q1 | $428K | Sell |
7,596
-146
| -2% | -$8.23K | 0.24% | 102 |
|
|
2020
Q4 | $428K | Buy |
7,742
+87
| +1% | +$4.81K | 0.25% | 98 |
|
|
2020
Q3 | $384K | Sell |
7,655
-8
| -0.1% | -$401 | 0.27% | 89 |
|
|
2020
Q2 | $344K | Sell |
7,663
-275
| -3% | -$12.3K | 0.29% | 88 |
|
|
2020
Q1 | $284K | Sell |
7,938
-473
| -6% | -$16.9K | 0.33% | 84 |
|
|
2019
Q4 | $352K | Sell |
8,411
-1,360
| -14% | -$56.9K | 0.35% | 84 |
|
|
2019
Q3 | $380K | Sell |
9,771
-19
| -0.2% | -$739 | 0.4% | 74 |
|
|
2019
Q2 | $379K | Sell |
9,790
-536
| -5% | -$20.8K | 0.35% | 82 |
|
|
2019
Q1 | $384K | Buy |
+10,326
| New | +$384K | 0.4% | 68 |
|