Sowell Financial Services’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 | $266K | Sell |
2,785
-1,714
| -38% | -$163K | 0.01% | 847 |
|
2025
Q1 | $362K | Sell |
4,499
-5,896
| -57% | -$474K | 0.02% | 687 |
|
2024
Q4 | $914K | Sell |
10,395
-19,208
| -65% | -$1.69M | 0.05% | 324 |
|
2024
Q3 | $2.46M | Sell |
29,603
-7,848
| -21% | -$651K | 0.11% | 203 |
|
2024
Q2 | $3M | Buy |
37,451
+4,278
| +13% | +$343K | 0.14% | 157 |
|
2024
Q1 | $2.43M | Buy |
33,173
+732
| +2% | +$53.6K | 0.11% | 188 |
|
2023
Q4 | $2.11M | Sell |
32,441
-41,930
| -56% | -$2.73M | 0.11% | 198 |
|
2023
Q3 | $4.41M | Buy |
74,371
+44,623
| +150% | +$2.65M | 0.28% | 95 |
|
2023
Q2 | $1.82M | Buy |
29,748
+7,923
| +36% | +$483K | 0.1% | 232 |
|
2023
Q1 | $1.21M | Sell |
21,825
-13,184
| -38% | -$730K | 0.09% | 261 |
|
2022
Q4 | $1.77M | Buy |
35,009
+14,263
| +69% | +$723K | 0.11% | 208 |
|
2022
Q3 | $1.04M | Buy |
+20,746
| New | +$1.04M | 0.1% | 232 |
|
2022
Q1 | – | Sell |
-44,933
| Closed | -$3.26M | – | 470 |
|
2021
Q4 | $3.26M | Sell |
44,933
-2,858
| -6% | -$207K | 0.19% | 124 |
|
2021
Q3 | $3.06M | Buy |
47,791
+21,259
| +80% | +$1.36M | 0.21% | 117 |
|
2021
Q2 | $1.67M | Buy |
26,532
+601
| +2% | +$37.9K | 0.11% | 211 |
|
2021
Q1 | $1.55M | Buy |
25,931
+1,592
| +7% | +$95K | 0.05% | 300 |
|
2020
Q4 | $1.35M | Buy |
24,339
+3,395
| +16% | +$188K | 0.06% | 267 |
|
2020
Q3 | $1.05M | Buy |
20,944
+20,196
| +2,700% | +$1.01M | 0.05% | 285 |
|
2020
Q2 | $34K | Buy |
748
+61
| +9% | +$2.77K | ﹤0.01% | 1292 |
|
2020
Q1 | $25K | Sell |
687
-336
| -33% | -$12.2K | ﹤0.01% | 1314 |
|
2019
Q4 | $43K | Sell |
1,023
-1,670
| -62% | -$70.2K | ﹤0.01% | 1192 |
|
2019
Q3 | $105K | Buy |
+2,693
| New | +$105K | 0.01% | 816 |
|