OWA
Opal Wealth Advisors’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 | $3.98M | Buy |
41,709
+975
| +2% | +$92.9K | 1.1% | 12 |
|
|
2025
Q1 | $3.27M | Buy |
40,734
+2,835
| +7% | +$228K | 1.01% | 15 |
|
|
2024
Q4 | $3.33M | Buy |
37,899
+3,801
| +11% | +$334K | 1% | 18 |
|
|
2024
Q3 | $2.83M | Buy |
34,098
+224
| +0.7% | +$18.6K | 0.89% | 19 |
|
|
2024
Q2 | $2.71M | Buy |
33,874
+860
| +3% | +$68.9K | 0.87% | 18 |
|
|
2024
Q1 | $2.41M | Buy |
33,014
+1,608
| +5% | +$118K | 0.82% | 21 |
|
|
2023
Q4 | $2.04M | Buy |
31,406
+2,948
| +10% | +$192K | 0.8% | 22 |
|
|
2023
Q3 | $1.69M | Buy |
28,458
+896
| +3% | +$53.1K | 0.99% | 15 |
|
|
2023
Q2 | $1.68M | Buy |
27,562
+1,068
| +4% | +$65.2K | 0.84% | 15 |
|
|
2023
Q1 | $1.47M | Buy |
26,494
+1,391
| +6% | +$77K | 0.86% | 13 |
|
|
2022
Q4 | $1.27M | Buy |
25,103
+2,898
| +13% | +$147K | 0.7% | 21 |
|
|
2022
Q3 | $1.11M | Buy |
22,205
+158
| +0.7% | +$7.91K | 0.81% | 18 |
|
|
2022
Q2 | $1.15M | Sell |
22,047
-1,372
| -6% | -$71.8K | 0.76% | 20 |
|
|
2022
Q1 | $1.55M | Buy |
23,419
+1,766
| +8% | +$117K | 1.35% | 10 |
|
|
2021
Q4 | $1.57M | Buy |
21,653
+1,716
| +9% | +$124K | 0.99% | 19 |
|
|
2021
Q3 | $1.28M | Buy |
19,937
+804
| +4% | +$51.5K | 1.23% | 13 |
|
|
2021
Q2 | $1.21M | Buy |
19,133
+1,476
| +8% | +$93K | 1.12% | 12 |
|
|
2021
Q1 | $996K | Buy |
17,657
+2,698
| +18% | +$152K | 1.08% | 10 |
|
|
2020
Q4 | $827K | Buy |
+14,959
| New | +$827K | 1.04% | 15 |
|