SMA
Sage Mountain Advisors’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 | $456K | Hold |
4,788
| – | – | 0.03% | 257 |
|
|
2025
Q1 | $385K | Hold |
4,788
| – | – | 0.03% | 262 |
|
|
2024
Q4 | $421K | Hold |
4,788
| – | – | 0.03% | 239 |
|
|
2024
Q3 | $397K | Buy |
4,788
+1,700
| +55% | +$141K | 0.03% | 240 |
|
|
2024
Q2 | $247K | Sell |
3,088
-382
| -11% | -$30.6K | 0.02% | 303 |
|
|
2024
Q1 | $254K | Buy |
3,470
+1,458
| +72% | +$107K | 0.03% | 272 |
|
|
2023
Q4 | $131K | Hold |
2,012
| – | – | 0.02% | 280 |
|
|
2023
Q3 | $119K | Sell |
2,012
-15
| -0.7% | -$889 | 0.02% | 284 |
|
|
2023
Q2 | $124K | Sell |
2,027
-8
| -0.4% | -$488 | 0.02% | 273 |
|
|
2023
Q1 | $113K | Hold |
2,035
| – | – | 0.02% | 263 |
|
|
2022
Q4 | $103K | Sell |
2,035
-6,883
| -77% | -$349K | 0.02% | 205 |
|
|
2022
Q3 | $447K | Hold |
8,918
| – | – | 0.12% | 78 |
|
|
2022
Q2 | $466K | Hold |
8,918
| – | – | 0.08% | 235 |
|
|
2022
Q1 | $590K | Hold |
8,918
| – | – | 0.09% | 230 |
|
|
2021
Q4 | $646K | Sell |
8,918
-155
| -2% | -$11.2K | 0.08% | 246 |
|
|
2021
Q3 | $581K | Buy |
9,073
+7,068
| +353% | +$453K | 0.08% | 226 |
|
|
2021
Q2 | $126K | Buy |
2,005
+384
| +24% | +$24.1K | 0.02% | 429 |
|
|
2021
Q1 | $91K | Buy |
+1,621
| New | +$91K | 0.02% | 381 |
|