Orgel Wealth 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 | $371M | Buy |
3,895,752
+202,804
| +5% | +$19.3M | 8.95% | 3 |
|
|
2025
Q1 | $297M | Buy |
3,692,948
+382,969
| +12% | +$30.8M | 7.71% | 5 |
|
|
2024
Q4 | $291M | Buy |
3,309,979
+544,211
| +20% | +$47.8M | 7.59% | 4 |
|
|
2024
Q3 | $229M | Buy |
2,765,768
+12,287
| +0.4% | +$1.02M | 5.74% | 6 |
|
|
2024
Q2 | $221M | Sell |
2,753,481
-71,190
| -3% | -$5.7M | 5.96% | 6 |
|
|
2024
Q1 | $207M | Sell |
2,824,671
-76,942
| -3% | -$5.63M | 5.67% | 5 |
|
|
2023
Q4 | $189M | Sell |
2,901,613
-91,326
| -3% | -$5.94M | 5.58% | 6 |
|
|
2023
Q3 | $177M | Sell |
2,992,939
-76,624
| -2% | -$4.54M | 6% | 5 |
|
|
2023
Q2 | $187M | Buy |
3,069,563
+989,732
| +48% | +$60.4M | 6.19% | 5 |
|
|
2023
Q1 | $115M | Buy |
2,079,831
+114,081
| +6% | +$6.32M | 4.12% | 8 |
|
|
2022
Q4 | $99.6M | Buy |
1,965,750
+1,201,623
| +157% | +$60.9M | 3.83% | 9 |
|
|
2022
Q3 | $38.3M | Sell |
764,127
-985,220
| -56% | -$49.4M | 1.89% | 13 |
|
|
2022
Q2 | $91.5M | Buy |
+1,749,347
| New | +$91.5M | 5.17% | 7 |
|