WAP
Wealthcare Advisory Partners’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 | $9.79M | Buy |
102,676
+2,388
| +2% | +$228K | 0.22% | 87 |
|
|
2025
Q1 | $8.06M | Sell |
100,288
-644
| -0.6% | -$51.8K | 0.22% | 87 |
|
|
2024
Q4 | $8.87M | Sell |
100,932
-2,392
| -2% | -$210K | 0.25% | 79 |
|
|
2024
Q3 | $8.57M | Sell |
103,324
-2,102
| -2% | -$174K | 0.24% | 82 |
|
|
2024
Q2 | $8.45M | Buy |
105,426
+4,557
| +5% | +$365K | 0.26% | 69 |
|
|
2024
Q1 | $7.38M | Buy |
100,869
+63,042
| +167% | +$4.61M | 0.24% | 76 |
|
|
2023
Q4 | $2.46M | Buy |
37,827
+1,135
| +3% | +$73.8K | 0.1% | 171 |
|
|
2023
Q3 | $2.18M | Buy |
36,692
+225
| +0.6% | +$13.3K | 0.1% | 162 |
|
|
2023
Q2 | $2.22M | Buy |
36,467
+1,192
| +3% | +$72.7K | 0.1% | 166 |
|
|
2023
Q1 | $1.95M | Buy |
35,275
+4,175
| +13% | +$231K | 0.08% | 181 |
|
|
2022
Q4 | $1.58M | Buy |
31,100
+6,397
| +26% | +$324K | 0.08% | 199 |
|
|
2022
Q3 | $1.24M | Buy |
24,703
+4,383
| +22% | +$220K | 0.07% | 207 |
|
|
2022
Q2 | $1.06M | Sell |
20,320
-476
| -2% | -$24.9K | 0.06% | 198 |
|
|
2022
Q1 | $1.38M | Buy |
20,796
+9,140
| +78% | +$605K | 0.08% | 143 |
|
|
2021
Q4 | $845K | Sell |
11,656
-118,572
| -91% | -$8.6M | 0.05% | 224 |
|
|
2021
Q3 | $8.34M | Buy |
130,228
+8,908
| +7% | +$570K | 0.55% | 34 |
|
|
2021
Q2 | $7.64M | Buy |
121,320
+29,976
| +33% | +$1.89M | 0.51% | 34 |
|
|
2021
Q1 | $5.15M | Buy |
91,344
+34,200
| +60% | +$1.93M | 0.37% | 36 |
|
|
2020
Q4 | $3.16M | Buy |
57,144
+887
| +2% | +$49.1K | 0.28% | 49 |
|
|
2020
Q3 | $2.82M | Sell |
56,257
-650
| -1% | -$32.6K | 0.31% | 41 |
|
|
2020
Q2 | $2.56M | Buy |
56,907
+5,414
| +11% | +$243K | 0.32% | 40 |
|
|
2020
Q1 | $1.84M | Buy |
51,493
+2,092
| +4% | +$74.8K | 0.27% | 48 |
|
|
2019
Q4 | $2.07M | Buy |
49,401
+4,632
| +10% | +$194K | 0.26% | 48 |
|
|
2019
Q3 | $1.74M | Buy |
44,769
+2,530
| +6% | +$98.4K | 0.25% | 55 |
|
|
2019
Q2 | $1.64M | Buy |
42,239
+9,199
| +28% | +$356K | 0.26% | 58 |
|
|
2019
Q1 | $1.23M | Buy |
33,040
+9,846
| +42% | +$366K | 0.21% | 66 |
|
|
2018
Q4 | $754K | Buy |
23,194
+11,250
| +94% | +$366K | 0.15% | 90 |
|
|
2018
Q3 | $457K | Buy |
11,944
+850
| +8% | +$32.5K | 0.08% | 130 |
|
|
2018
Q2 | $390K | Buy |
+11,094
| New | +$390K | 0.08% | 141 |
|