Principle Wealth Partners’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 | $694K | Hold |
7,277
| – | – | 0.04% | 193 |
|
|
2025
Q1 | $585K | Hold |
7,277
| – | – | 0.04% | 208 |
|
|
2024
Q4 | $640K | Buy |
7,277
+145
| +2% | +$12.7K | 0.04% | 199 |
|
|
2024
Q3 | $592K | Hold |
7,132
| – | – | 0.04% | 209 |
|
|
2024
Q2 | $571K | Hold |
7,132
| – | – | 0.04% | 202 |
|
|
2024
Q1 | $522K | Buy |
7,132
+1,095
| +18% | +$80.1K | 0.04% | 218 |
|
|
2023
Q4 | $393K | Buy |
6,037
+303
| +5% | +$19.7K | 0.03% | 238 |
|
|
2023
Q3 | $340K | Buy |
5,734
+34
| +0.6% | +$2.02K | 0.03% | 243 |
|
|
2023
Q2 | $348K | Sell |
5,700
-554
| -9% | -$33.8K | 0.03% | 244 |
|
|
2023
Q1 | $346K | Hold |
6,254
| – | – | 0.04% | 232 |
|
|
2022
Q4 | $317K | Sell |
6,254
-701
| -10% | -$35.5K | 0.04% | 240 |
|
|
2022
Q3 | $348 | Sell |
6,955
-1,821
| -21% | -$91 | 0.03% | 218 |
|
|
2022
Q2 | $459K | Buy |
8,776
+2,654
| +43% | +$139K | 0.06% | 201 |
|
|
2022
Q1 | $405K | Buy |
6,122
+1,793
| +41% | +$119K | 0.04% | 226 |
|
|
2021
Q4 | $314K | Buy |
+4,329
| New | +$314K | 0.03% | 256 |
|