TPWM
Twelve Points Wealth Management’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 | $1.16M | Hold |
12,209
| – | – | 0.31% | 81 |
|
|
2025
Q1 | $981K | Sell |
12,209
-165
| -1% | -$13.3K | 0.27% | 91 |
|
|
2024
Q4 | $1.09M | Sell |
12,374
-15
| -0.1% | -$1.32K | 0.31% | 75 |
|
|
2024
Q3 | $1.03M | Sell |
12,389
-290
| -2% | -$24.1K | 0.32% | 77 |
|
|
2024
Q2 | $1.02M | Sell |
12,679
-355
| -3% | -$28.4K | 0.36% | 71 |
|
|
2024
Q1 | $953K | Sell |
13,034
-108
| -0.8% | -$7.9K | 0.35% | 70 |
|
|
2023
Q4 | $855K | Sell |
13,142
-436
| -3% | -$28.4K | 0.41% | 70 |
|
|
2023
Q3 | $805K | Hold |
13,578
| – | – | 0.4% | 66 |
|
|
2023
Q2 | $828K | Sell |
13,578
-3,030
| -18% | -$185K | 0.44% | 67 |
|
|
2023
Q1 | $919K | Buy |
16,608
+12,300
| +286% | +$681K | 0.53% | 58 |
|
|
2022
Q4 | $218K | Sell |
4,308
-6,413
| -60% | -$325K | 0.15% | 149 |
|
|
2022
Q3 | $537K | Sell |
10,721
-76
| -0.7% | -$3.81K | 0.42% | 79 |
|
|
2022
Q2 | $564K | Buy |
+10,797
| New | +$564K | 0.43% | 84 |
|