WWA
WCG Wealth Advisors’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 | $4.97M | Buy |
52,163
+27,965
| +116% | +$2.67M | 0.32% | 85 |
|
|
2025
Q1 | $1.94M | Sell |
24,198
-904
| -4% | -$72.7K | 0.15% | 144 |
|
|
2024
Q4 | $2.21M | Sell |
25,102
-3,262
| -12% | -$287K | 0.15% | 144 |
|
|
2024
Q3 | $2.35M | Sell |
28,364
-655
| -2% | -$54.3K | 0.16% | 142 |
|
|
2024
Q2 | $2.33M | Buy |
29,019
+406
| +1% | +$32.5K | 0.17% | 122 |
|
|
2024
Q1 | $2.09M | Sell |
28,613
-1,912
| -6% | -$140K | 0.18% | 119 |
|
|
2023
Q4 | $1.99M | Buy |
30,525
+1,112
| +4% | +$72.3K | 0.15% | 138 |
|
|
2023
Q3 | $1.74M | Buy |
+29,413
| New | +$1.74M | 0.13% | 147 |
|
|
2022
Q4 | – | Sell |
-9,839
| Closed | -$493K | – | 260 |
|
|
2022
Q3 | $493K | Sell |
9,839
-4,229
| -30% | -$212K | 0.07% | 185 |
|
|
2022
Q2 | $735K | Buy |
+14,068
| New | +$735K | 0.1% | 143 |
|