SFG
Sovereign Financial Group’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 | $1.06M | Sell |
11,073
-126
| -1% | -$12K | 0.22% | 87 |
|
|
2025
Q1 | $900K | Sell |
11,199
-72
| -0.6% | -$5.79K | 0.21% | 91 |
|
|
2024
Q4 | $991K | Sell |
11,271
-407
| -3% | -$35.8K | 0.23% | 85 |
|
|
2024
Q3 | $969K | Sell |
11,678
-302
| -3% | -$25K | 0.23% | 84 |
|
|
2024
Q2 | $960K | Sell |
11,980
-10
| -0.1% | -$801 | 0.24% | 84 |
|
|
2024
Q1 | $877K | Sell |
11,990
-211
| -2% | -$15.4K | 0.23% | 86 |
|
|
2023
Q4 | $794K | Sell |
12,201
-266
| -2% | -$17.3K | 0.24% | 78 |
|
|
2023
Q3 | $739K | Sell |
12,467
-15,558
| -56% | -$922K | 0.26% | 77 |
|
|
2023
Q2 | $1.71M | Sell |
28,025
-73
| -0.3% | -$4.45K | 0.56% | 40 |
|
|
2023
Q1 | $1.56M | Sell |
28,098
-411
| -1% | -$22.8K | 0.58% | 42 |
|
|
2022
Q4 | $1.44M | Sell |
28,509
-70
| -0.2% | -$3.55K | 0.57% | 46 |
|
|
2022
Q3 | $1.43M | Sell |
28,579
-328
| -1% | -$16.4K | 0.58% | 42 |
|
|
2022
Q2 | $1.51M | Hold |
28,907
| – | – | 0.6% | 45 |
|
|
2022
Q1 | $1.91M | Buy |
28,907
+13,921
| +93% | +$922K | 0.71% | 36 |
|
|
2021
Q4 | $1.09M | Sell |
14,986
-292
| -2% | -$21.2K | 0.44% | 58 |
|
|
2021
Q3 | $978K | Sell |
15,278
-1,580
| -9% | -$101K | 0.56% | 45 |
|
|
2021
Q2 | $951K | Hold |
16,858
| – | – | 0.58% | 43 |
|
|
2021
Q1 | $951K | Buy |
16,858
+2,951
| +21% | +$166K | 0.59% | 41 |
|
|
2020
Q4 | $769K | Buy |
+13,907
| New | +$769K | 0.55% | 47 |
|