Waverly Advisors’s 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
Q2 | $75M | Buy |
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|
2025
Q1 | $62.4M | Buy |
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|
2024
Q4 | $66.4M | Buy |
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|
2024
Q3 | $29.7M | Buy |
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|
2024
Q2 | $28.2M | Buy |
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|
2024
Q1 | $24.7M | Buy |
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|
2023
Q4 | $11M | Sell |
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|
2023
Q3 | $10.2M | Sell |
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|
2023
Q2 | $10.8M | Buy |
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|
2023
Q1 | $490K | Hold |
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|
2022
Q4 | $449K | Hold |
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|
2022
Q3 | $444K | Buy |
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