Waldron Private Wealth’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 | $1.27M | Hold |
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|
2025
Q2 | $1.16M | Hold |
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|
2025
Q1 | $976K | Hold |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $910K | Hold |
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|
2023
Q4 | $809K | Hold |
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|
2023
Q3 | $737K | Hold |
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|
2023
Q2 | $759K | Hold |
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|
2023
Q1 | $688K | Sell |
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|
2022
Q4 | $1.72M | Hold |
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|
2022
Q3 | $1.72M | Hold |
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|
2022
Q2 | $1.8M | Buy |
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|
2022
Q1 | $823K | Hold |
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|
2021
Q4 | $901K | Hold |
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|
2021
Q3 | $796K | Hold |
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|
2021
Q2 | $783K | Hold |
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|
2021
Q1 | $701K | Buy |
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|
2020
Q4 | $672K | Buy |
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|
2020
Q3 | $586K | Buy |
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|
2020
Q2 | $433K | Buy |
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