Sunesis Advisors’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
Q1 | $982K | Hold |
12,221
| – | – | 0.53% | 25 |
|
|
2024
Q4 | $1.07M | Hold |
12,221
| – | – | 0.65% | 23 |
|
|
2024
Q3 | $1.01M | Sell |
12,221
-853
| -7% | -$70.7K | 0.61% | 25 |
|
|
2024
Q2 | $1.05M | Hold |
13,074
| – | – | 0.62% | 27 |
|
|
2024
Q1 | $956K | Hold |
13,074
| – | – | 0.56% | 29 |
|
|
2023
Q4 | $851K | Hold |
13,074
| – | – | 0.52% | 34 |
|
|
2023
Q3 | $775K | Buy |
+13,074
| New | +$775K | 0.55% | 32 |
|
|
2023
Q1 | $724K | Sell |
13,074
-146,757
| -92% | -$8.12M | 0.52% | 33 |
|
|
2022
Q4 | $8.1M | Hold |
159,831
| – | – | 5.18% | 4 |
|
|
2022
Q3 | $8.01M | Hold |
159,831
| – | – | 5.51% | 4 |
|
|
2022
Q2 | $8.36M | Sell |
159,831
-509
| -0.3% | -$26.6K | 5.43% | 4 |
|
|
2022
Q1 | $10.6M | Buy |
+160,340
| New | +$10.6M | 6.15% | 4 |
|