United Capital Financial 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
Q2 | $5.31M | Sell |
55,712
-8,184
| -13% | -$780K | 0.04% | 273 |
|
|
2025
Q1 | $5.14M | Sell |
63,896
-1,450
| -2% | -$117K | 0.04% | 269 |
|
|
2024
Q4 | $5.74M | Sell |
65,346
-5,827
| -8% | -$512K | 0.05% | 241 |
|
|
2024
Q3 | $5.9M | Sell |
71,173
-3,509
| -5% | -$291K | 0.05% | 240 |
|
|
2024
Q2 | $5.98M | Sell |
74,682
-7,117
| -9% | -$570K | 0.05% | 236 |
|
|
2024
Q1 | $5.98M | Sell |
81,799
-18,762
| -19% | -$1.37M | 0.05% | 251 |
|
|
2023
Q4 | $6.54M | Sell |
100,561
-9,269
| -8% | -$603K | 0.05% | 252 |
|
|
2023
Q3 | $6.51M | Sell |
109,830
-7,336
| -6% | -$435K | 0.04% | 271 |
|
|
2023
Q2 | $7.15M | Sell |
117,166
-10,499
| -8% | -$641K | 0.04% | 273 |
|
|
2023
Q1 | $7.07M | Sell |
127,665
-11,388
| -8% | -$630K | 0.04% | 284 |
|
|
2022
Q4 | $7.05M | Sell |
139,053
-6,650
| -5% | -$337K | 0.04% | 290 |
|
|
2022
Q3 | $7.3M | Sell |
145,703
-12,011
| -8% | -$602K | 0.04% | 278 |
|
|
2022
Q2 | $8.25M | Buy |
157,714
+2,923
| +2% | +$153K | 0.05% | 279 |
|
|
2022
Q1 | $10.2M | Sell |
154,791
-5,819
| -4% | -$385K | 0.05% | 275 |
|
|
2021
Q4 | $11.6M | Sell |
160,610
-6,584
| -4% | -$477K | 0.05% | 267 |
|
|
2021
Q3 | $10.7M | Sell |
167,194
-11,851
| -7% | -$759K | 0.05% | 265 |
|
|
2021
Q2 | $11.3M | Sell |
179,045
-12,485
| -7% | -$786K | 0.06% | 254 |
|
|
2021
Q1 | $10.8M | Sell |
191,530
-48,915
| -20% | -$2.76M | 0.06% | 249 |
|
|
2020
Q4 | $13.3M | Sell |
240,445
-45,801
| -16% | -$2.53M | 0.08% | 227 |
|
|
2020
Q3 | $14.3M | Sell |
286,246
-55,548
| -16% | -$2.78M | 0.09% | 204 |
|
|
2020
Q2 | $15.4M | Buy |
341,794
+40,815
| +14% | +$1.83M | 0.11% | 193 |
|
|
2020
Q1 | $10.8M | Sell |
300,979
-183,212
| -38% | -$6.55M | 0.09% | 223 |
|
|
2019
Q4 | $20.3M | Buy |
484,191
+41,722
| +9% | +$1.75M | 0.13% | 192 |
|
|
2019
Q3 | $17.2M | Buy |
442,469
+210,700
| +91% | +$8.19M | 0.12% | 210 |
|
|
2019
Q2 | $8.98M | Sell |
231,769
-187,308
| -45% | -$7.25M | 0.06% | 309 |
|
|
2019
Q1 | $15.6M | Buy |
419,077
+411,008
| +5,094% | +$15.3M | 0.11% | 204 |
|
|
2018
Q4 | $262K | Buy |
+8,069
| New | +$262K | ﹤0.01% | 1112 |
|
|
2015
Q3 | – | Sell |
-1,105,620
| Closed | -$27.3M | – | 1311 |
|
|
2015
Q2 | $27.3M | Sell |
1,105,620
-7,464
| -0.7% | -$184K | 0.32% | 73 |
|
|
2015
Q1 | $27.5M | Sell |
1,113,084
-119,648
| -10% | -$2.96M | 0.34% | 73 |
|
|
2014
Q4 | $29.8M | Buy |
1,232,732
+79,780
| +7% | +$1.93M | 0.45% | 52 |
|
|
2014
Q3 | $26.7M | Buy |
1,152,952
+217,588
| +23% | +$5.03M | 0.46% | 47 |
|
|
2014
Q2 | $21.3M | Buy |
935,364
+777,440
| +492% | +$17.7M | 0.39% | 63 |
|
|
2014
Q1 | $3.41M | Buy |
+157,924
| New | +$3.41M | 0.07% | 268 |
|