Sheaff Brock Investment 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
Q1 | $738K | Buy |
9,179
+418
| +5% | +$33.6K | 0.07% | 208 |
|
|
2024
Q4 | $770K | Buy |
8,761
+2,846
| +48% | +$250K | 0.07% | 200 |
|
|
2024
Q3 | $491K | Hold |
5,915
| – | – | 0.04% | 256 |
|
|
2024
Q2 | $474K | Buy |
5,915
+197
| +3% | +$15.8K | 0.04% | 255 |
|
|
2024
Q1 | $418K | Hold |
5,718
| – | – | 0.03% | 300 |
|
|
2023
Q4 | $372K | Hold |
5,718
| – | – | 0.03% | 305 |
|
|
2023
Q3 | $339K | Hold |
5,718
| – | – | 0.03% | 302 |
|
|
2023
Q2 | $349K | Sell |
5,718
-92
| -2% | -$5.61K | 0.03% | 314 |
|
|
2023
Q1 | $322K | Sell |
5,810
-100
| -2% | -$5.54K | 0.03% | 322 |
|
|
2022
Q4 | $299K | Buy |
5,910
+18
| +0.3% | +$912 | 0.03% | 334 |
|
|
2022
Q3 | $295K | Hold |
5,892
| – | – | 0.03% | 331 |
|
|
2022
Q2 | $308K | Buy |
5,892
+740
| +14% | +$38.7K | 0.03% | 328 |
|
|
2022
Q1 | $341K | Sell |
5,152
-1,008
| -16% | -$66.7K | 0.02% | 335 |
|
|
2021
Q4 | $446K | Buy |
+6,160
| New | +$446K | 0.03% | 297 |
|
|
2021
Q1 | – | Sell |
-5,517
| Closed | -$305K | – | 508 |
|
|
2020
Q4 | $305K | Hold |
5,517
| – | – | 0.03% | 329 |
|
|
2020
Q3 | $276K | Sell |
5,517
-1,125
| -17% | -$56.3K | 0.03% | 319 |
|
|
2020
Q2 | $298K | Hold |
6,642
| – | – | 0.03% | 298 |
|
|
2020
Q1 | $237K | Buy |
+6,642
| New | +$237K | 0.03% | 298 |
|