Western Wealth Management’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 | $34.9M | Buy |
365,662
+32,261
| +10% | +$3.08M | 2.07% | 8 |
|
|
2025
Q1 | $26.8M | Buy |
333,401
+33,918
| +11% | +$2.73M | 1.77% | 9 |
|
|
2024
Q4 | $26.3M | Buy |
299,483
+24,812
| +9% | +$2.18M | 1.72% | 10 |
|
|
2024
Q3 | $22.8M | Sell |
274,671
-44,340
| -14% | -$3.68M | 1.3% | 12 |
|
|
2024
Q2 | $25.6M | Buy |
319,011
+17,167
| +6% | +$1.38M | 1.89% | 9 |
|
|
2024
Q1 | $22.1M | Buy |
301,844
+32,428
| +12% | +$2.37M | 1.72% | 9 |
|
|
2023
Q4 | $17.5M | Buy |
269,416
+104,093
| +63% | +$6.77M | 1.26% | 13 |
|
|
2023
Q3 | $9.8M | Buy |
165,323
+26,837
| +19% | +$1.59M | 0.83% | 21 |
|
|
2023
Q2 | $8.45M | Buy |
138,486
+21,822
| +19% | +$1.33M | 0.72% | 24 |
|
|
2023
Q1 | $6.46M | Buy |
116,664
+17,287
| +17% | +$957K | 0.6% | 29 |
|
|
2022
Q4 | $5.04M | Sell |
99,377
-90,541
| -48% | -$4.59M | 0.51% | 41 |
|
|
2022
Q3 | $9.53M | Buy |
189,918
+190
| +0.1% | +$9.53K | 0.55% | 33 |
|
|
2022
Q2 | $9.92M | Sell |
189,728
-1,160
| -0.6% | -$60.7K | 0.57% | 32 |
|
|
2022
Q1 | $12.6M | Buy |
190,888
+108,133
| +131% | +$7.16M | 0.61% | 29 |
|
|
2021
Q4 | $5.99M | Buy |
+82,755
| New | +$5.99M | 0.59% | 29 |
|
|
2021
Q2 | $4.41M | Buy |
70,028
+8,896
| +15% | +$560K | 0.45% | 43 |
|
|
2021
Q1 | $3.45M | Buy |
61,132
+6,615
| +12% | +$373K | 0.46% | 39 |
|
|
2020
Q4 | $3.01M | Buy |
54,517
+19,546
| +56% | +$1.08M | 0.44% | 43 |
|
|
2020
Q3 | $1.75M | Buy |
34,971
+14,936
| +75% | +$749K | 0.29% | 86 |
|
|
2020
Q2 | $900K | Buy |
+20,035
| New | +$900K | 0.16% | 141 |
|