Sequoia Financial Advisors’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 | $4.51M | Sell |
47,289
-57,466
| -55% | -$5.48M | 0.03% | 297 |
|
|
2025
Q1 | $8.42M | Buy |
104,755
+4,713
| +5% | +$379K | 0.06% | 209 |
|
|
2024
Q4 | $8.79M | Buy |
100,042
+1,449
| +1% | +$127K | 0.08% | 188 |
|
|
2024
Q3 | $8.18M | Sell |
98,593
-11,906
| -11% | -$987K | 0.09% | 168 |
|
|
2024
Q2 | $8.85M | Sell |
110,499
-15,711
| -12% | -$1.26M | 0.11% | 142 |
|
|
2024
Q1 | $9.23M | Sell |
126,210
-79,469
| -39% | -$5.81M | 0.11% | 146 |
|
|
2023
Q4 | $13.4M | Buy |
205,679
+25,465
| +14% | +$1.66M | 0.17% | 118 |
|
|
2023
Q3 | $10.7M | Buy |
180,214
+1,144
| +0.6% | +$67.8K | 0.19% | 97 |
|
|
2023
Q2 | $10.9M | Buy |
+179,070
| New | +$10.9M | 0.19% | 89 |
|