Wealthspire Advisors (New York)’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 | $14.2M | Buy |
149,058
+7,261
| +5% | +$692K | 0.08% | 94 |
|
|
2025
Q1 | $11.4M | Sell |
141,797
-5,591
| -4% | -$449K | 0.07% | 103 |
|
|
2024
Q4 | $13M | Buy |
147,388
+8,855
| +6% | +$778K | 0.13% | 82 |
|
|
2024
Q3 | $11.5M | Sell |
138,533
-9,745
| -7% | -$808K | 0.12% | 91 |
|
|
2024
Q2 | $11.9M | Sell |
148,278
-15,141
| -9% | -$1.21M | 0.15% | 68 |
|
|
2024
Q1 | $12M | Sell |
163,419
-12,870
| -7% | -$941K | 0.16% | 63 |
|
|
2023
Q4 | $11.5M | Buy |
+176,289
| New | +$11.5M | 0.16% | 61 |
|
|
2022
Q4 | – | Sell |
-4,803
| Closed | -$241K | – | 602 |
|
|
2022
Q3 | $241K | Buy |
+4,803
| New | +$241K | 0.01% | 447 |
|
|
2022
Q2 | – | Sell |
-3,017
| Closed | -$200K | – | 520 |
|
|
2022
Q1 | $200K | Hold |
3,017
| – | – | ﹤0.01% | 417 |
|
|
2021
Q4 | $219K | Sell |
3,017
-125
| -4% | -$9.07K | ﹤0.01% | 499 |
|
|
2021
Q3 | $201K | Sell |
3,142
-100
| -3% | -$6.4K | ﹤0.01% | 551 |
|
|
2021
Q2 | $204K | Sell |
3,242
-1,225
| -27% | -$77.1K | 0.01% | 354 |
|
|
2021
Q1 | $252K | Buy |
+4,467
| New | +$252K | 0.01% | 609 |
|