OPWM
Oxinas Partners Wealth Management’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 | $9.46M | Sell |
99,284
-248
| -0.2% | -$23.6K | 4.86% | 3 |
|
2025
Q1 | $8M | Sell |
99,532
-745
| -0.7% | -$59.9K | 4.72% | 3 |
|
2024
Q4 | $8.81M | Sell |
100,277
-1,848
| -2% | -$162K | 5.17% | 2 |
|
2024
Q3 | $8.47M | Sell |
102,125
-3,798
| -4% | -$315K | 5.19% | 2 |
|
2024
Q2 | $8.49M | Sell |
105,923
-1,950
| -2% | -$156K | 5.65% | 1 |
|
2024
Q1 | $7.89M | Sell |
107,873
-3,902
| -3% | -$285K | 5.12% | 2 |
|
2023
Q4 | $7.27M | Sell |
111,775
-2,567
| -2% | -$167K | 5.16% | 2 |
|
2023
Q3 | $6.78M | Sell |
114,342
-2,489
| -2% | -$148K | 5.04% | 2 |
|
2023
Q2 | $7.13M | Sell |
116,831
-19,703
| -14% | -$1.2M | 4.68% | 3 |
|
2023
Q1 | $7.56M | Sell |
136,534
-522
| -0.4% | -$28.9K | 5.45% | 1 |
|
2022
Q4 | $6.94M | Sell |
137,056
-30,097
| -18% | -$1.53M | 5.87% | 1 |
|
2022
Q3 | $8.37M | Sell |
167,153
-3,748
| -2% | -$188K | 6.92% | 1 |
|
2022
Q2 | $8.94M | Buy |
170,901
+3,862
| +2% | +$202K | 6.78% | 1 |
|
2022
Q1 | $11.1M | Buy |
167,039
+109,438
| +190% | +$7.25M | 6.93% | 1 |
|
2021
Q4 | $4.17M | Buy |
+57,601
| New | +$4.17M | 2.38% | 9 |
|