Summit Investment Advisory Services’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 | $1.69M | Sell |
17,714
-14,354
| -45% | -$1.37M | 1.43% | 22 |
|
|
2025
Q1 | $2.58M | Sell |
32,068
-1,565
| -5% | -$126K | 1.26% | 12 |
|
|
2024
Q4 | $2.96M | Buy |
33,633
+794
| +2% | +$69.8K | 1.52% | 11 |
|
|
2024
Q3 | $2.72M | Buy |
32,839
+10,613
| +48% | +$880K | 1.44% | 11 |
|
|
2024
Q2 | $1.78M | Buy |
22,226
+1,805
| +9% | +$145K | 2.09% | 16 |
|
|
2024
Q1 | $1.49M | Buy |
20,421
+1,025
| +5% | +$75K | 0.88% | 18 |
|
|
2023
Q4 | $1.26M | Buy |
19,396
+3,570
| +23% | +$232K | 0.79% | 21 |
|
|
2023
Q3 | $938K | Buy |
15,826
+650
| +4% | +$38.5K | 0.7% | 20 |
|
|
2023
Q2 | $926K | Buy |
15,176
+930
| +7% | +$56.7K | 0.61% | 20 |
|
|
2023
Q1 | $789K | Buy |
14,246
+3,541
| +33% | +$196K | 0.56% | 21 |
|
|
2022
Q4 | $542K | Buy |
+10,705
| New | +$542K | 0.66% | 25 |
|