Samalin Investment Counsel’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $435K | Sell |
4,561
-201
| -4% | -$19.2K | 0.17% | 190 |
|
2025
Q1 | $383K | Sell |
4,762
-98
| -2% | -$7.88K | 0.16% | 198 |
|
2024
Q4 | $427K | Buy |
4,860
+75
| +2% | +$6.59K | 0.18% | 182 |
|
2024
Q3 | $397K | Buy |
4,785
+1,445
| +43% | +$120K | 0.17% | 193 |
|
2024
Q2 | $268K | Buy |
3,340
+351
| +12% | +$28.1K | 0.13% | 232 |
|
2024
Q1 | $219K | Buy |
+2,989
| New | +$219K | 0.1% | 254 |
|
2022
Q2 | – | Sell |
-4,904
| Closed | -$325K | – | 247 |
|
2022
Q1 | $325K | Buy |
4,904
+1,094
| +29% | +$72.5K | 0.2% | 161 |
|
2021
Q4 | $276K | Sell |
3,810
-120
| -3% | -$8.69K | 0.17% | 177 |
|
2021
Q3 | $252K | Sell |
3,930
-50
| -1% | -$3.21K | 0.16% | 194 |
|
2021
Q2 | $251K | Hold |
3,980
| – | – | 0.16% | 193 |
|
2021
Q1 | $224K | Sell |
3,980
-100
| -2% | -$5.63K | 0.15% | 202 |
|
2020
Q4 | $226K | Buy |
+4,080
| New | +$226K | 0.17% | 196 |
|