Simplicity Wealth’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 | $3.38M | Buy |
35,441
+16,609
| +88% | +$1.58M | 0.14% | 149 |
|
|
2025
Q1 | $1.51M | Sell |
18,832
-3,296
| -15% | -$265K | 0.12% | 190 |
|
|
2024
Q4 | $1.95M | Sell |
22,128
-486
| -2% | -$42.7K | 0.41% | 43 |
|
|
2024
Q3 | $1.88M | Sell |
22,614
-12,846
| -36% | -$1.07M | 0.17% | 117 |
|
|
2024
Q2 | $2.84M | Sell |
35,460
-3,171
| -8% | -$254K | 0.06% | 290 |
|
|
2024
Q1 | $2.83M | Buy |
38,631
+24,759
| +178% | +$1.81M | 0.07% | 281 |
|
|
2023
Q4 | $903K | Buy |
13,872
+4,605
| +50% | +$300K | 0.35% | 49 |
|
|
2023
Q3 | $549K | Sell |
9,267
-3,450
| -27% | -$205K | 0.32% | 41 |
|
|
2023
Q2 | $776K | Buy |
12,717
+3,893
| +44% | +$238K | 0.48% | 34 |
|
|
2023
Q1 | $489K | Buy |
8,824
+466
| +6% | +$25.8K | 0.32% | 42 |
|
|
2022
Q4 | $424K | Sell |
8,358
-69,027
| -89% | -$3.5M | 0.37% | 37 |
|
|
2022
Q3 | $3.88M | Sell |
77,385
-14,240
| -16% | -$713K | 5.21% | 2 |
|
|
2022
Q2 | $4.79M | Sell |
91,625
-43,255
| -32% | -$2.26M | 6.99% | 2 |
|
|
2022
Q1 | $8.93M | Sell |
134,880
-83,889
| -38% | -$5.55M | 8.69% | 1 |
|
|
2021
Q4 | $15.9M | Buy |
+218,769
| New | +$15.9M | 8.55% | 2 |
|