NEWAS
N.E.W. 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 | $2.51M | Sell |
26,383
-19,924
| -43% | -$1.9M | 0.24% | 47 |
|
|
2025
Q1 | $3.72M | Buy |
46,307
+11,435
| +33% | +$919K | 0.28% | 51 |
|
|
2024
Q4 | $3.07M | Buy |
34,872
+803
| +2% | +$70.6K | 0.29% | 52 |
|
|
2024
Q3 | $2.83M | Buy |
34,069
+3,550
| +12% | +$294K | 0.28% | 51 |
|
|
2024
Q2 | $2.45M | Buy |
30,519
+320
| +1% | +$25.6K | 0.26% | 52 |
|
|
2024
Q1 | $2.21M | Sell |
30,199
-36,682
| -55% | -$2.68M | 0.25% | 52 |
|
|
2023
Q4 | $4.35M | Sell |
66,881
-37,446
| -36% | -$2.44M | 0.53% | 34 |
|
|
2023
Q3 | $6.18M | Buy |
104,327
+69,895
| +203% | +$4.14M | 0.88% | 24 |
|
|
2023
Q2 | $2.1M | Buy |
34,432
+850
| +3% | +$51.9K | 0.29% | 39 |
|
|
2023
Q1 | $1.86M | Sell |
33,582
-6,554
| -16% | -$363K | 0.27% | 40 |
|
|
2022
Q4 | $2.03M | Buy |
40,136
+32,799
| +447% | +$1.66M | 0.32% | 39 |
|
|
2022
Q3 | $368K | Buy |
7,337
+104
| +1% | +$5.22K | 0.07% | 86 |
|
|
2022
Q2 | $378K | Buy |
7,233
+2,345
| +48% | +$123K | 0.07% | 84 |
|
|
2022
Q1 | $274K | Sell |
4,888
-325
| -6% | -$18.2K | 0.05% | 110 |
|
|
2021
Q4 | $378K | Buy |
5,213
+179
| +4% | +$13K | 0.06% | 100 |
|
|
2021
Q3 | $322K | Hold |
5,034
| – | – | 0.05% | 104 |
|
|
2021
Q2 | $318K | Buy |
5,034
+144
| +3% | +$9.1K | 0.05% | 102 |
|
|
2021
Q1 | $278K | Buy |
4,890
+21
| +0.4% | +$1.19K | 0.05% | 108 |
|
|
2020
Q4 | $269K | Buy |
+4,869
| New | +$269K | 0.06% | 114 |
|