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