SWM
SigFig Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.3M | Buy |
108,452
+56,985
| +111% | +$5.4M | 0.34% | 38 |
|
2025
Q1 | $4.12M | Sell |
51,467
-162,828
| -76% | -$13M | 0.15% | 59 |
|
2024
Q4 | $19M | Buy |
214,295
+169,814
| +382% | +$15.1M | 0.69% | 24 |
|
2024
Q3 | $3.67M | Sell |
44,481
-79,024
| -64% | -$6.52M | 0.13% | 60 |
|
2024
Q2 | $9.9M | Buy |
123,505
+97,334
| +372% | +$7.8M | 0.37% | 32 |
|
2024
Q1 | $1.91M | Buy |
26,171
+9,022
| +53% | +$660K | 0.07% | 81 |
|
2023
Q4 | $1.12M | Sell |
17,149
-73,613
| -81% | -$4.79M | 0.04% | 92 |
|
2023
Q3 | $5.38M | Buy |
+90,762
| New | +$5.38M | 0.22% | 48 |
|
2022
Q1 | – | Sell |
-166,408
| Closed | -$10.4M | – | 88 |
|
2021
Q4 | $10.4M | Buy |
166,408
+66,338
| +66% | +$4.15M | 0.49% | 28 |
|
2021
Q3 | $6.41M | Buy |
100,070
+2,982
| +3% | +$191K | 0.32% | 32 |
|
2021
Q2 | $6.11M | Buy |
+97,088
| New | +$6.11M | 0.32% | 30 |
|
2020
Q4 | – | Sell |
-14,725
| Closed | -$733K | – | 76 |
|
2020
Q3 | $733K | Buy |
+14,725
| New | +$733K | 0.07% | 53 |
|