Plante Moran Financial 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 | $924K | Hold |
9,695
| – | – | 0.06% | 49 |
|
|
2025
Q1 | $779K | Sell |
9,695
-192
| -2% | -$15.4K | 0.07% | 51 |
|
|
2024
Q4 | $869K | Sell |
9,887
-1,281
| -11% | -$113K | 0.07% | 51 |
|
|
2024
Q3 | $926K | Sell |
11,168
-85
| -0.8% | -$7.05K | 0.08% | 49 |
|
|
2024
Q2 | $902K | Buy |
11,253
+410
| +4% | +$32.9K | 0.09% | 50 |
|
|
2024
Q1 | $793K | Sell |
10,843
-104
| -1% | -$7.61K | 0.09% | 57 |
|
|
2023
Q4 | $712K | Sell |
10,947
-670
| -6% | -$43.6K | 0.07% | 64 |
|
|
2023
Q3 | $689K | Hold |
11,617
| – | – | 0.08% | 57 |
|
|
2023
Q2 | $709K | Hold |
11,617
| – | – | 0.08% | 56 |
|
|
2023
Q1 | $643K | Hold |
11,617
| – | – | 0.09% | 64 |
|
|
2022
Q4 | $589K | Hold |
11,617
| – | – | 0.09% | 70 |
|
|
2022
Q3 | $582K | Hold |
11,617
| – | – | 0.1% | 65 |
|
|
2022
Q2 | $607K | Buy |
11,617
+814
| +8% | +$42.5K | 0.1% | 68 |
|
|
2022
Q1 | $715K | Sell |
10,803
-87
| -0.8% | -$5.76K | 0.13% | 66 |
|
|
2021
Q4 | $789K | Hold |
10,890
| – | – | 0.13% | 66 |
|
|
2021
Q3 | $697K | Sell |
10,890
-363
| -3% | -$23.2K | 0.15% | 66 |
|
|
2021
Q2 | $709K | Sell |
11,253
-942
| -8% | -$59.4K | 0.17% | 64 |
|
|
2021
Q1 | $688K | Sell |
12,195
-169
| -1% | -$9.53K | 0.19% | 61 |
|
|
2020
Q4 | $684K | Sell |
12,364
-288
| -2% | -$15.9K | 0.21% | 58 |
|
|
2020
Q3 | $634K | Sell |
12,652
-279
| -2% | -$14K | 0.22% | 61 |
|
|
2020
Q2 | $581K | Sell |
12,931
-566
| -4% | -$25.4K | 0.23% | 59 |
|
|
2020
Q1 | $482K | Sell |
13,497
-132
| -1% | -$4.71K | 0.22% | 66 |
|
|
2019
Q4 | $571K | Sell |
13,629
-230
| -2% | -$9.64K | 0.2% | 75 |
|
|
2019
Q3 | $539K | Sell |
13,859
-1,096
| -7% | -$42.6K | 0.16% | 81 |
|
|
2019
Q2 | $579K | Buy |
14,955
+330
| +2% | +$12.8K | 0.18% | 71 |
|
|
2019
Q1 | $544K | Sell |
14,625
-170
| -1% | -$6.32K | 0.17% | 74 |
|
|
2018
Q4 | $481K | Hold |
14,795
| – | – | 0.17% | 77 |
|
|
2018
Q3 | $566K | Hold |
14,795
| – | – | 0.18% | 68 |
|
|
2018
Q2 | $520K | Hold |
14,795
| – | – | 0.26% | 70 |
|
|
2018
Q1 | $496K | Sell |
14,795
-149
| -1% | -$5K | 0.27% | 69 |
|
|
2017
Q4 | $493K | Hold |
14,944
| – | – | 0.27% | 70 |
|
|
2017
Q3 | $463K | Hold |
14,944
| – | – | 0.28% | 72 |
|
|
2017
Q2 | $442K | Buy |
14,944
+1,024
| +7% | +$30.3K | 0.28% | 72 |
|
|
2017
Q1 | $396K | Buy |
+13,920
| New | +$396K | 0.24% | 84 |
|