SIA
Schechter Investment 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
Q1 | $728K | Sell |
9,054
-3,053
| -25% | -$245K | 0.06% | 283 |
|
|
2024
Q4 | $1.06M | Buy |
12,107
+812
| +7% | +$71.4K | 0.08% | 234 |
|
|
2024
Q3 | $937K | Sell |
11,295
-1,160
| -9% | -$96.2K | 0.07% | 261 |
|
|
2024
Q2 | $998K | Hold |
12,455
| – | – | 0.08% | 237 |
|
|
2024
Q1 | $911K | Buy |
+12,455
| New | +$911K | 0.07% | 262 |
|
|
2023
Q1 | – | Sell |
-4,590
| Closed | -$233K | – | 738 |
|
|
2022
Q4 | $233K | Sell |
4,590
-15,226
| -77% | -$772K | 0.02% | 705 |
|
|
2022
Q3 | $993K | Sell |
19,816
-5,592
| -22% | -$280K | 0.1% | 277 |
|
|
2022
Q2 | $1.33M | Buy |
25,408
+7,693
| +43% | +$402K | 0.13% | 197 |
|
|
2022
Q1 | $1.17M | Buy |
+17,715
| New | +$1.17M | 0.11% | 247 |
|