Wallace Advisory Group’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 | $1.06M | Sell |
13,177
-16
| -0.1% | -$1.29K | 0.77% | 34 |
|
|
2025
Q1 | $1.16M | Buy |
13,193
+4,214
| +47% | +$370K | 0.8% | 29 |
|
|
2024
Q4 | $745K | Sell |
8,979
-503
| -5% | -$41.7K | 0.51% | 50 |
|
|
2024
Q3 | $760K | Hold |
9,482
| – | – | 0.56% | 42 |
|
|
2024
Q2 | $760K | Buy |
9,482
+2,073
| +28% | +$166K | 0.55% | 42 |
|
|
2024
Q1 | $482K | Sell |
7,409
-1,030
| -12% | -$67K | 0.36% | 75 |
|
|
2023
Q4 | $500K | Sell |
8,439
-93
| -1% | -$5.51K | 0.39% | 62 |
|
|
2023
Q3 | $521K | Sell |
8,532
-226
| -3% | -$13.8K | 0.37% | 65 |
|
|
2023
Q2 | $485K | Hold |
8,758
| – | – | 0.37% | 74 |
|
|
2023
Q1 | $485K | Buy |
8,758
+326
| +4% | +$18K | 0.37% | 74 |
|
|
2022
Q4 | $427K | Buy |
+8,432
| New | +$427K | 0.34% | 79 |
|