Strategic Wealth Partners’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 | $1.72M | Buy |
+18,046
| New | +$1.72M | 0.14% | 113 |
|
2024
Q4 | $1.97M | Sell |
21,432
-6,661
| -24% | -$614K | 0.16% | 103 |
|
2024
Q3 | $2.33M | Sell |
28,093
-401,617
| -93% | -$33.3M | 0.22% | 96 |
|
2024
Q2 | $34.4M | Sell |
429,710
-5,038
| -1% | -$404K | 3.6% | 2 |
|
2024
Q1 | $31.8M | Buy |
434,748
+8,360
| +2% | +$612K | 3.49% | 2 |
|
2023
Q4 | $27.7M | Buy |
426,388
+2,711
| +0.6% | +$176K | 3.42% | 3 |
|
2023
Q3 | $25.1M | Buy |
+423,677
| New | +$25.1M | 3.31% | 3 |
|
2019
Q4 | – | Sell |
-993
| Closed | -$38 | – | 451 |
|
2019
Q3 | $38 | Sell |
993
-144
| -13% | -$6 | ﹤0.01% | 311 |
|
2019
Q2 | $44K | Sell |
1,137
-350
| -24% | -$13.5K | 0.02% | 241 |
|
2019
Q1 | $56K | Sell |
1,487
-1,048
| -41% | -$39.5K | 0.03% | 228 |
|
2018
Q4 | $86K | Sell |
2,535
-129,114
| -98% | -$4.38M | 0.04% | 189 |
|
2018
Q3 | $5.03M | Buy |
+131,649
| New | +$5.03M | 2.68% | 3 |
|