WAOI
Wealth Advisors of Iowa’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 | $3.9M | Buy |
40,928
+2,741
| +7% | +$261K | 1.46% | 14 |
|
|
2025
Q1 | $3.07M | Sell |
38,187
-15,281
| -29% | -$1.23M | 1.32% | 13 |
|
|
2024
Q4 | $4.7M | Buy |
53,468
+16,914
| +46% | +$1.49M | 2.37% | 10 |
|
|
2024
Q3 | $3.03M | Sell |
36,554
-689,161
| -95% | -$57.2M | 1.54% | 11 |
|
|
2024
Q2 | $41.7M | Buy |
725,715
+690,653
| +1,970% | +$39.7M | 23.26% | 1 |
|
|
2024
Q1 | $2.56M | Sell |
35,062
-62
| -0.2% | -$4.54K | 1.56% | 11 |
|
|
2023
Q4 | $2.29M | Buy |
35,124
+5,257
| +18% | +$342K | 1.53% | 11 |
|
|
2023
Q3 | $1.77M | Sell |
29,867
-2,251
| -7% | -$133K | 1.25% | 11 |
|
|
2023
Q2 | $1.96M | Sell |
32,118
-1,475
| -4% | -$90K | 1.42% | 9 |
|
|
2023
Q1 | $1.86M | Buy |
33,593
+1,240
| +4% | +$68.6K | 1.45% | 11 |
|
|
2022
Q4 | $1.64M | Buy |
32,353
+12,861
| +66% | +$652K | 1.34% | 10 |
|
|
2022
Q3 | $977K | Sell |
19,492
-146,113
| -88% | -$7.32M | 0.91% | 13 |
|
|
2022
Q2 | $10.7M | Buy |
165,605
+20,798
| +14% | +$1.34M | 1.88% | 8 |
|
|
2022
Q1 | $9.59M | Buy |
+144,807
| New | +$9.59M | 4.8% | 6 |
|