RWM
Reston 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 | $64.2M | Buy |
673,214
+37,119
| +6% | +$3.54M | 22.49% | 1 |
|
|
2025
Q1 | $51.1M | Sell |
636,095
-42,586
| -6% | -$3.42M | 20.67% | 2 |
|
|
2024
Q4 | $59.7M | Buy |
678,681
+2,644
| +0.4% | +$232K | 22.18% | 1 |
|
|
2024
Q3 | $56.1M | Buy |
676,037
+6,030
| +0.9% | +$500K | 20.29% | 1 |
|
|
2024
Q2 | $53.7M | Sell |
670,007
-4,336
| -0.6% | -$347K | 21.47% | 1 |
|
|
2024
Q1 | $49.3M | Sell |
674,343
-10,227
| -1% | -$748K | 20.03% | 1 |
|
|
2023
Q4 | $44.5M | Buy |
684,570
+7,624
| +1% | +$496K | 20.38% | 1 |
|
|
2023
Q3 | $40.1M | Buy |
676,946
+17,274
| +3% | +$1.02M | 20.26% | 1 |
|
|
2023
Q2 | $40.2M | Buy |
659,672
+183,867
| +39% | +$11.2M | 19.15% | 1 |
|
|
2023
Q1 | $26.3M | Buy |
475,805
+27,669
| +6% | +$1.53M | 13.77% | 3 |
|
|
2022
Q4 | $22.7M | Buy |
448,136
+6,705
| +2% | +$340K | 12.55% | 3 |
|
|
2022
Q3 | $22.1M | Buy |
441,431
+10,862
| +3% | +$544K | 13.17% | 3 |
|
|
2022
Q2 | $22.5M | Buy |
430,569
+25,284
| +6% | +$1.32M | 12.54% | 3 |
|
|
2022
Q1 | $26.8M | Sell |
405,285
-1,320
| -0.3% | -$87.4K | 13.76% | 3 |
|
|
2021
Q4 | $29.5M | Sell |
406,605
-12,283
| -3% | -$890K | 14.3% | 3 |
|
|
2021
Q3 | $26.8M | Sell |
418,888
-8,492
| -2% | -$544K | 13.96% | 3 |
|
|
2021
Q2 | $26.9M | Sell |
427,380
-170,076
| -28% | -$10.7M | 13.46% | 3 |
|
|
2021
Q1 | $33.7M | Sell |
597,456
-567
| -0.1% | -$32K | 17.65% | 2 |
|
|
2020
Q4 | $33.1M | Buy |
598,023
+4,501
| +0.8% | +$249K | 18.78% | 1 |
|
|
2020
Q3 | $29.7M | Buy |
593,522
+12,990
| +2% | +$651K | 19.12% | 1 |
|
|
2020
Q2 | $26.1M | Sell |
580,532
-43,769
| -7% | -$1.97M | 17.92% | 1 |
|
|
2020
Q1 | $22.3M | Buy |
624,301
+169,735
| +37% | +$6.07M | 17.92% | 1 |
|
|
2019
Q4 | $19.1M | Buy |
454,566
+14,935
| +3% | +$626K | 15.23% | 2 |
|
|
2019
Q3 | $17.1M | Buy |
+439,631
| New | +$17.1M | 15.28% | 2 |
|