SAG
SageView Advisory Group’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 | $303K | Sell |
3,061
-1,009
| -25% | -$99.8K | 0.01% | 487 |
|
|
2025
Q1 | $327K | Sell |
4,070
-228
| -5% | -$18.3K | 0.01% | 446 |
|
|
2024
Q4 | $378K | Buy |
+4,298
| New | +$378K | 0.02% | 396 |
|
|
2024
Q3 | – | Sell |
-3,217
| Closed | -$258K | – | 572 |
|
|
2024
Q2 | $258K | Sell |
3,217
-7,252
| -69% | -$581K | 0.01% | 472 |
|
|
2024
Q1 | $268K | Sell |
10,469
-2,803
| -21% | -$71.8K | 0.01% | 440 |
|
|
2023
Q4 | $907K | Buy |
13,272
+2,918
| +28% | +$199K | 0.04% | 277 |
|
|
2023
Q3 | $614K | Sell |
10,354
-123
| -1% | -$7.29K | 0.04% | 296 |
|
|
2023
Q2 | $639K | Buy |
+10,477
| New | +$639K | 0.04% | 304 |
|
|
2023
Q1 | – | Sell |
-6,007
| Closed | -$304K | – | 486 |
|
|
2022
Q4 | $304K | Buy |
+6,007
| New | +$304K | 0.02% | 318 |
|