SWA
Strategies Wealth Advisors’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 | $444K | Sell |
4,655
-590
| -11% | -$56.2K | 0.05% | 114 |
|
|
2025
Q1 | $422K | Sell |
5,245
-96
| -2% | -$7.72K | 0.05% | 112 |
|
|
2024
Q4 | $488K | Sell |
5,341
-656
| -11% | -$60K | 0.06% | 83 |
|
|
2024
Q3 | $497K | Sell |
5,997
-97
| -2% | -$8.05K | 0.07% | 64 |
|
|
2024
Q2 | $488K | Sell |
6,094
-27
| -0.4% | -$2.16K | 0.07% | 60 |
|
|
2024
Q1 | $448K | Sell |
6,121
-538
| -8% | -$39.4K | 0.07% | 67 |
|
|
2023
Q4 | $433K | Sell |
6,659
-40
| -0.6% | -$2.6K | 0.07% | 65 |
|
|
2023
Q3 | $397K | Hold |
6,699
| – | – | 0.08% | 60 |
|
|
2023
Q2 | $409K | Hold |
6,699
| – | – | 0.08% | 62 |
|
|
2023
Q1 | $371K | Sell |
6,699
-347
| -5% | -$19.2K | 0.08% | 60 |
|
|
2022
Q4 | $357K | Buy |
+7,046
| New | +$357K | 0.09% | 60 |
|