RWM
RBA 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 | $373K | Buy |
3,915
+53
| +1% | +$5.05K | 0.14% | 75 |
|
|
2025
Q1 | $310K | Buy |
3,862
+209
| +6% | +$16.8K | 0.12% | 77 |
|
|
2024
Q4 | $321K | Buy |
3,653
+292
| +9% | +$25.7K | 0.12% | 75 |
|
|
2024
Q3 | $279K | Sell |
3,361
-1
| -0% | -$83 | 0.11% | 76 |
|
|
2024
Q2 | $269K | Buy |
3,362
+46
| +1% | +$3.69K | 0.11% | 79 |
|
|
2024
Q1 | $243K | Buy |
3,316
+61
| +2% | +$4.46K | 0.1% | 83 |
|
|
2023
Q4 | $212K | Buy |
+3,255
| New | +$212K | 0.09% | 88 |
|
|
2022
Q2 | – | Sell |
-3,251
| Closed | -$215K | – | 102 |
|
|
2022
Q1 | $215K | Hold |
3,251
| – | – | 0.1% | 98 |
|
|
2021
Q4 | $236K | Buy |
+3,251
| New | +$236K | 0.11% | 99 |
|
|
2021
Q1 | – | Sell |
-5,095
| Closed | -$282K | – | 258 |
|
|
2020
Q4 | $282K | Hold |
5,095
| – | – | 0.17% | 88 |
|
|
2020
Q3 | $255K | Sell |
5,095
-800
| -14% | -$40K | 0.17% | 90 |
|
|
2020
Q2 | $265K | Hold |
5,895
| – | – | 0.19% | 87 |
|
|
2020
Q1 | $211K | Hold |
5,895
| – | – | 0.18% | 91 |
|
|
2019
Q4 | $247K | Buy |
5,895
+1
| +0% | +$42 | 0.17% | 92 |
|
|
2019
Q3 | $229K | Buy |
5,894
+214
| +4% | +$8.32K | 0.17% | 87 |
|
|
2019
Q2 | $220K | Hold |
5,680
| – | – | 0.17% | 81 |
|
|
2019
Q1 | $215K | Buy |
+5,680
| New | +$215K | 0.17% | 76 |
|