SWMG
Sanchez Wealth Management 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 | $12.7M | Buy |
132,820
+4,925
| +4% | +$469K | 3.05% | 15 |
|
|
2025
Q1 | $10.3M | Buy |
127,895
+1,895
| +2% | +$152K | 2.79% | 16 |
|
|
2024
Q4 | $11.1M | Buy |
126,000
+34,719
| +38% | +$3.05M | 3.03% | 14 |
|
|
2024
Q3 | $7.57M | Buy |
91,281
+17,105
| +23% | +$1.42M | 2.31% | 18 |
|
|
2024
Q2 | $5.94M | Buy |
74,176
+8,907
| +14% | +$714K | 1.93% | 18 |
|
|
2024
Q1 | $4.77M | Buy |
65,269
+7,025
| +12% | +$514K | 1.62% | 19 |
|
|
2023
Q4 | $3.79M | Buy |
58,244
+1,578
| +3% | +$103K | 1.38% | 17 |
|
|
2023
Q3 | $3.36M | Buy |
56,666
+8,308
| +17% | +$492K | 1.36% | 15 |
|
|
2023
Q2 | $2.95M | Buy |
48,358
+3,702
| +8% | +$226K | 1.19% | 15 |
|
|
2023
Q1 | $2.47M | Buy |
44,656
+1,236
| +3% | +$68.4K | 1.09% | 15 |
|
|
2022
Q4 | $2.2M | Buy |
43,420
+1,882
| +5% | +$95.4K | 1.08% | 15 |
|
|
2022
Q3 | $2.08M | Buy |
41,538
+12,393
| +43% | +$621K | 1.14% | 14 |
|
|
2022
Q2 | $1.52M | Buy |
29,145
+3,796
| +15% | +$198K | 0.76% | 18 |
|
|
2022
Q1 | $1.68M | Buy |
25,349
+5,760
| +29% | +$381K | 0.71% | 18 |
|
|
2021
Q4 | $1.42M | Buy |
19,589
+5,518
| +39% | +$400K | 0.6% | 18 |
|
|
2021
Q3 | $901K | Sell |
14,071
-113
| -0.8% | -$7.24K | 0.4% | 21 |
|
|
2021
Q2 | $893K | Sell |
14,184
-1,613
| -10% | -$102K | 0.41% | 21 |
|
|
2021
Q1 | $891K | Buy |
15,797
+96
| +0.6% | +$5.42K | 0.45% | 18 |
|
|
2020
Q4 | $868K | Buy |
+15,701
| New | +$868K | 0.47% | 19 |
|