SIAP
Sterling Investment Advisors (Pennsylvania)’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 | $1.17M | Sell |
12,275
-524
| -4% | -$49.9K | 0.26% | 88 |
|
|
2025
Q1 | $1.03M | Buy |
+12,799
| New | +$1.03M | 0.25% | 92 |
|
|
2022
Q3 | – | Sell |
-200
| Closed | -$10K | – | 459 |
|
|
2022
Q2 | $10K | Buy |
200
+7
| +4% | +$350 | ﹤0.01% | 401 |
|
|
2022
Q1 | $13K | Buy |
193
+43
| +29% | +$2.9K | ﹤0.01% | 407 |
|
|
2021
Q4 | $11K | Hold |
150
| – | – | ﹤0.01% | 431 |
|
|
2021
Q3 | $10K | Buy |
150
+15
| +11% | +$1K | ﹤0.01% | 435 |
|
|
2021
Q2 | $9K | Hold |
135
| – | – | ﹤0.01% | 430 |
|
|
2021
Q1 | $8K | Hold |
135
| – | – | ﹤0.01% | 420 |
|
|
2020
Q4 | $7K | Hold |
135
| – | – | ﹤0.01% | 390 |
|
|
2020
Q3 | $7K | Hold |
135
| – | – | ﹤0.01% | 366 |
|
|
2020
Q2 | $6K | Hold |
135
| – | – | ﹤0.01% | 371 |
|
|
2020
Q1 | $4K | Sell |
135
-63
| -32% | -$1.87K | ﹤0.01% | 357 |
|
|
2019
Q4 | $8K | Buy |
+198
| New | +$8K | ﹤0.01% | 352 |
|