Steward Partners Investment Advisory’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Steward Partners Investment Advisory’s Portfolio SPYG Stock Details SPYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.54M	Buy	47,680 +808	+2%	+$77K	0.04%	455
2025 Q1	$3.77M	Sell	46,872 -344	-0.7%	-$27.6K	0.03%	474
2024 Q4	$4.15M	Sell	47,216 -969	-2%	-$85.2K	0.04%	424
2024 Q3	$4M	Buy	48,185 +4,553	+10%	+$378K	0.04%	426
2024 Q2	$3.5M	Sell	43,632 -655	-1%	-$52.5K	0.04%	427
2024 Q1	$3.24M	Sell	44,287 -31,214	-41%	-$2.28M	0.04%	439
2023 Q4	$4.91M	Buy	75,501 +34,443	+84%	+$2.24M	0.07%	292
2023 Q3	$2.43M	Buy	41,058 +10,534	+35%	+$624K	0.04%	419
2023 Q2	$1.86M	Sell	30,524 -1,440	-5%	-$87.9K	0.03%	499
2023 Q1	$1.77M	Sell	31,964 -7,264	-19%	-$402K	0.03%	494
2022 Q4	$1.99M	Buy	39,228 +9,731	+33%	+$493K	0.03%	451
2022 Q3	$1.48M	Sell	29,497 -4,955	-14%	-$248K	0.03%	516
2022 Q2	$1.8M	Sell	34,452 -3,331	-9%	-$174K	0.03%	457
2022 Q1	$2.5M	Buy	37,783 +1,307	+4%	+$86.6K	0.04%	411
2021 Q4	$2.64M	Buy	36,476 +5,235	+17%	+$379K	0.04%	411
2021 Q3	$2M	Buy	31,241 +5,928	+23%	+$380K	0.03%	460
2021 Q2	$1.59M	Buy	25,313 +14,312	+130%	+$901K	0.03%	517
2021 Q1	$620K	Buy	11,001 +1,231	+13%	+$69.4K	0.01%	810
2020 Q4	$540K	Sell	9,770 -600	-6%	-$33.2K	0.01%	738
2020 Q3	$520K	Buy	10,370 +808	+8%	+$40.5K	0.01%	663
2020 Q2	$430K	Sell	9,562 -2,311	-19%	-$104K	0.01%	674
2020 Q1	$424K	Sell	11,873 -60,061	-83%	-$2.14M	0.02%	600
2019 Q4	$3.01M	Buy	71,934 +4,363	+6%	+$183K	0.09%	231
2019 Q3	$2.63M	Sell	67,571 -1,790	-3%	-$69.6K	0.09%	234
2019 Q2	$2.69M	Buy	69,361 +8,142	+13%	+$315K	0.1%	210
2019 Q1	$2.28M	Sell	61,219 -45,454	-43%	-$1.69M	0.1%	212
2018 Q4	$3.47M	Buy	106,673 +76,771	+257%	+$2.49M	0.17%	142
2018 Q3	$1.14M	Buy	29,902 +9,003	+43%	+$344K	0.05%	314
2018 Q2	$734K	Buy	20,899 +11,785	+129%	+$414K	0.04%	370
2018 Q1	$305K	Buy	9,114 +7,166	+368%	+$240K	0.02%	532
2017 Q4	$64K	Buy	+1,948	New	+$64K	﹤0.01%	749