Summit Trail Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.25M | Sell |
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|
2025
Q2 | $1.15M | Sell |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $892K | Hold |
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|
2024
Q2 | $861K | Hold |
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|
2024
Q1 | $786K | Hold |
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|
2023
Q4 | $699K | Sell |
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|
2023
Q3 | $643K | Sell |
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|
2023
Q2 | $1.23M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $221K | Hold |
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|
2020
Q3 | $209K | Buy |
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