UWM
USAdvisors 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 | $4.95M | Buy |
51,862
+1,446
| +3% | +$138K | 1.84% | 16 |
|
|
2025
Q1 | $4.05M | Sell |
50,416
-2,966
| -6% | -$238K | 1.41% | 23 |
|
|
2024
Q4 | $4.69M | Sell |
53,382
-5,882
| -10% | -$517K | 1.52% | 21 |
|
|
2024
Q3 | $4.89M | Sell |
59,264
-2,841
| -5% | -$234K | 1.71% | 16 |
|
|
2024
Q2 | $4.98M | Sell |
62,105
-9,279
| -13% | -$743K | 1.75% | 16 |
|
|
2024
Q1 | $5.24M | Sell |
71,384
-2,796
| -4% | -$205K | 1.98% | 15 |
|
|
2023
Q4 | $4.83M | Buy |
+74,180
| New | +$4.83M | 2% | 17 |
|
|
2022
Q1 | – | Sell |
-62,114
| Closed | -$4.5M | – | 145 |
|
|
2021
Q4 | $4.5M | Sell |
62,114
-5,640
| -8% | -$409K | 1.83% | 20 |
|
|
2021
Q3 | $4.34M | Sell |
67,754
-4,436
| -6% | -$284K | 1.88% | 19 |
|
|
2021
Q2 | $4.55M | Sell |
72,190
-489
| -0.7% | -$30.8K | 2.47% | 16 |
|
|
2021
Q1 | $4.1M | Sell |
72,679
-100
| -0.1% | -$5.64K | 1.98% | 19 |
|
|
2020
Q4 | $4.02M | Sell |
72,779
-273
| -0.4% | -$15.1K | 1.93% | 16 |
|
|
2020
Q3 | $3.66K | Sell |
73,052
-334
| -0.5% | -$17 | 0.57% | 20 |
|
|
2020
Q2 | $3.3M | Buy |
73,386
+46,954
| +178% | +$2.11M | 1.75% | 19 |
|
|
2020
Q1 | $945K | Buy |
+26,432
| New | +$945K | 0.58% | 39 |
|