OneDigital 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 | $727K | Sell |
7,627
-47
| -0.6% | -$4.48K | 0.01% | 752 |
|
|
2025
Q1 | $617K | Sell |
7,674
-17,349
| -69% | -$1.39M | 0.01% | 779 |
|
|
2024
Q4 | $2.2M | Sell |
25,023
-1,481
| -6% | -$130K | 0.03% | 398 |
|
|
2024
Q3 | $2.2M | Sell |
26,504
-2,112
| -7% | -$175K | 0.03% | 416 |
|
|
2024
Q2 | $2.29M | Buy |
28,616
+2,691
| +10% | +$216K | 0.03% | 383 |
|
|
2024
Q1 | $1.9M | Buy |
25,925
+251
| +1% | +$18.4K | 0.03% | 351 |
|
|
2023
Q4 | $1.67M | Sell |
25,674
-2,772
| -10% | -$180K | 0.03% | 351 |
|
|
2023
Q3 | $1.69M | Sell |
28,446
-620
| -2% | -$36.8K | 0.04% | 313 |
|
|
2023
Q2 | $1.77M | Sell |
29,066
-6,843
| -19% | -$417K | 0.04% | 298 |
|
|
2023
Q1 | $1.99M | Buy |
35,909
+587
| +2% | +$32.5K | 0.05% | 275 |
|
|
2022
Q4 | $1.79M | Buy |
35,322
+769
| +2% | +$39K | 0.05% | 270 |
|
|
2022
Q3 | $1.73M | Buy |
34,553
+1,169
| +4% | +$58.6K | 0.06% | 209 |
|
|
2022
Q2 | $1.75M | Sell |
33,384
-4,560
| -12% | -$238K | 0.07% | 174 |
|
|
2022
Q1 | $2.51M | Sell |
37,944
-3,351
| -8% | -$222K | 0.09% | 141 |
|
|
2021
Q4 | $2.99M | Sell |
41,295
-1,786
| -4% | -$129K | 0.11% | 117 |
|
|
2021
Q3 | $2.76M | Sell |
43,081
-8,266
| -16% | -$529K | 0.11% | 122 |
|
|
2021
Q2 | $3.23M | Buy |
51,347
+4,797
| +10% | +$302K | 0.13% | 103 |
|
|
2021
Q1 | $2.63M | Sell |
46,550
-418
| -0.9% | -$23.6K | 0.12% | 118 |
|
|
2020
Q4 | $2.6M | Buy |
46,968
+1,132
| +2% | +$62.6K | 0.14% | 112 |
|
|
2020
Q3 | $2.3M | Buy |
45,836
+25,786
| +129% | +$1.29M | 0.16% | 106 |
|
|
2020
Q2 | $901K | Buy |
20,050
+61
| +0.3% | +$2.74K | 0.06% | 216 |
|
|
2020
Q1 | $714K | Buy |
19,989
+4,914
| +33% | +$176K | 0.06% | 230 |
|
|
2019
Q4 | $632K | Buy |
15,075
+4,217
| +39% | +$177K | 0.05% | 256 |
|
|
2019
Q3 | $422K | Sell |
10,858
-2,094
| -16% | -$81.4K | 0.04% | 309 |
|
|
2019
Q2 | $501K | Buy |
12,952
+11,233
| +653% | +$435K | 0.04% | 252 |
|
|
2019
Q1 | $64K | Buy |
1,719
+909
| +112% | +$33.8K | 0.01% | 452 |
|
|
2018
Q4 | $26K | Buy |
+810
| New | +$26K | ﹤0.01% | 622 |
|
|
2018
Q3 | – | Sell |
-3,918
| Closed | -$138K | – | 1214 |
|
|
2018
Q2 | $138K | Buy |
3,918
+2,787
| +246% | +$98.2K | 0.03% | 289 |
|
|
2018
Q1 | $38K | Buy |
1,131
+39
| +4% | +$1.31K | 0.01% | 598 |
|
|
2017
Q4 | $36K | Buy |
+1,092
| New | +$36K | ﹤0.01% | 602 |
|
|
2017
Q3 | – | Sell |
-1,292
| Closed | -$38K | – | 1157 |
|
|
2017
Q2 | $38K | Buy |
+1,292
| New | +$38K | 0.01% | 555 |
|