WealthShield Partners’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 | $3.15M | Sell |
33,042
-1,650
| -5% | -$157K | 0.38% | 69 |
|
|
2025
Q1 | $2.79M | Buy |
34,692
+515
| +2% | +$41.4K | 0.36% | 81 |
|
|
2024
Q4 | $3M | Buy |
34,177
+1,840
| +6% | +$162K | 0.43% | 63 |
|
|
2024
Q3 | $2.68M | Sell |
32,337
-736
| -2% | -$61K | 0.36% | 81 |
|
|
2024
Q2 | $2.65M | Sell |
33,073
-3,511
| -10% | -$281K | 0.4% | 72 |
|
|
2024
Q1 | $2.68M | Sell |
36,584
-1,447
| -4% | -$106K | 0.43% | 70 |
|
|
2023
Q4 | $2.47M | Sell |
38,031
-637
| -2% | -$41.4K | 0.41% | 68 |
|
|
2023
Q3 | $2.29M | Sell |
38,668
-4,348
| -10% | -$258K | 0.35% | 77 |
|
|
2023
Q2 | $2.62M | Sell |
43,016
-88
| -0.2% | -$5.37K | 0.4% | 64 |
|
|
2023
Q1 | $2.39M | Buy |
43,104
+7,955
| +23% | +$440K | 0.38% | 65 |
|
|
2022
Q4 | $1.78M | Buy |
35,149
+9,170
| +35% | +$465K | 0.34% | 78 |
|
|
2022
Q3 | $1.3M | Buy |
25,979
+622
| +2% | +$31.2K | 0.26% | 101 |
|
|
2022
Q2 | $1.33M | Sell |
25,357
-558
| -2% | -$29.2K | 0.26% | 99 |
|
|
2022
Q1 | $1.72M | Buy |
+25,915
| New | +$1.72M | 0.27% | 87 |
|
|
2021
Q4 | – | Sell |
-3,343
| Closed | -$214K | – | 302 |
|
|
2021
Q3 | $214K | Sell |
3,343
-1,081
| -24% | -$69.2K | 0.06% | 222 |
|
|
2021
Q2 | $279K | Hold |
4,424
| – | – | 0.04% | 214 |
|
|
2021
Q1 | $249K | Sell |
4,424
-156
| -3% | -$8.78K | 0.04% | 229 |
|
|
2020
Q4 | $254K | Buy |
4,580
+859
| +23% | +$47.6K | 0.05% | 254 |
|
|
2020
Q3 | $186K | Sell |
3,721
-864
| -19% | -$43.2K | 0.07% | 246 |
|
|
2020
Q2 | $206K | Sell |
4,585
-2,843
| -38% | -$128K | 0.09% | 196 |
|
|
2020
Q1 | $265K | Sell |
7,428
-2,448
| -25% | -$87.3K | 0.16% | 126 |
|
|
2019
Q4 | $414K | Sell |
9,876
-1,292
| -12% | -$54.2K | 0.2% | 110 |
|
|
2019
Q3 | $434K | Buy |
11,168
+2,643
| +31% | +$103K | 0.23% | 102 |
|
|
2019
Q2 | $330K | Sell |
8,525
-1,957
| -19% | -$75.8K | 0.19% | 109 |
|
|
2019
Q1 | $390K | Buy |
10,482
+785
| +8% | +$29.2K | 0.22% | 87 |
|
|
2018
Q4 | $315K | Buy |
9,697
+3,823
| +65% | +$124K | 0.21% | 88 |
|
|
2018
Q3 | $225K | Buy |
5,874
+982
| +20% | +$37.6K | 0.13% | 118 |
|
|
2018
Q2 | $172K | Buy |
4,892
+4,077
| +500% | +$143K | 0.1% | 126 |
|
|
2018
Q1 | $27K | Buy |
815
+808
| +11,543% | +$26.8K | 0.02% | 170 |
|
|
2017
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 220 |
|