SAG
SageView Advisory Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.9M | Sell |
10,837
-71
| -0.7% | -$45.2K | 0.26% | 44 |
|
|
2025
Q1 | $6.1M | Buy |
10,908
+25
| +0.2% | +$14K | 0.26% | 44 |
|
|
2024
Q4 | $6.38M | Buy |
10,883
+220
| +2% | +$129K | 0.27% | 47 |
|
|
2024
Q3 | $6.12M | Sell |
10,663
-930
| -8% | -$534K | 0.31% | 42 |
|
|
2024
Q2 | $6.31M | Buy |
+11,593
| New | +$6.31M | 0.29% | 45 |
|
|
2024
Q1 | – | Sell |
-21,393
| Closed | -$10.5M | – | 810 |
|
|
2023
Q4 | $10.5M | Sell |
21,393
-3,405
| -14% | -$1.67M | 0.45% | 29 |
|
|
2023
Q3 | $10.6M | Sell |
24,798
-363
| -1% | -$155K | 0.61% | 26 |
|
|
2023
Q2 | $11.2M | Buy |
25,161
+7,028
| +39% | +$3.12M | 0.62% | 26 |
|
|
2023
Q1 | $7.42M | Sell |
18,133
-3,600
| -17% | -$1.47M | 0.47% | 35 |
|
|
2022
Q4 | $8.31M | Buy |
+21,733
| New | +$8.31M | 0.68% | 31 |
|