SDAM
Shulman DeMeo Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,615
| Closed | -$714K | – | 133 |
|
|
2024
Q3 | $714K | Buy |
+8,615
| New | +$714K | 0.18% | 48 |
|
|
2022
Q1 | – | Sell |
-9,879
| Closed | -$716K | – | 150 |
|
|
2021
Q4 | $716K | Buy |
+9,879
| New | +$716K | 0.19% | 46 |
|
|
2021
Q3 | – | Sell |
-9,852
| Closed | -$620K | – | 128 |
|
|
2021
Q2 | $620K | Buy |
9,852
+15
| +0.2% | +$944 | 0.24% | 21 |
|
|
2021
Q1 | $555K | Sell |
9,837
-83
| -0.8% | -$4.68K | 0.15% | 66 |
|
|
2020
Q4 | $548K | Buy |
9,920
+2
| +0% | +$110 | 0.16% | 60 |
|
|
2020
Q3 | $497K | Buy |
9,918
+18
| +0.2% | +$902 | 0.17% | 60 |
|
|
2020
Q2 | $445K | Buy |
+9,900
| New | +$445K | 0.17% | 61 |
|
|
2020
Q1 | – | Sell |
-10,473
| Closed | -$439K | – | 124 |
|
|
2019
Q4 | $439K | Sell |
10,473
-966
| -8% | -$40.5K | 0.15% | 72 |
|
|
2019
Q3 | $445K | Buy |
+11,439
| New | +$445K | 0.15% | 69 |
|