Winch Advisory Services’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 | $89.9K | Buy |
943
+1
| +0.1% | +$95 | 0.02% | 131 |
|
|
2025
Q1 | $75.7K | Buy |
942
+1
| +0.1% | +$80 | 0.02% | 134 |
|
|
2024
Q4 | $82.7K | Sell |
941
-31
| -3% | -$2.72K | 0.02% | 127 |
|
|
2024
Q3 | $80.6K | Buy |
972
+1
| +0.1% | +$83 | 0.02% | 126 |
|
|
2024
Q2 | $77.8K | Buy |
971
+1
| +0.1% | +$80 | 0.02% | 121 |
|
|
2024
Q1 | $70.9K | Buy |
970
+1
| +0.1% | +$73 | 0.02% | 124 |
|
|
2023
Q4 | $63K | Buy |
969
+3
| +0.3% | +$195 | 0.02% | 129 |
|
|
2023
Q3 | $57K | Buy |
966
+714
| +283% | +$42.1K | 0.02% | 130 |
|
|
2023
Q2 | $15K | Hold |
252
| – | – | 0.01% | 216 |
|
|
2023
Q1 | $14K | Hold |
252
| – | – | 0.01% | 221 |
|
|
2022
Q4 | $13K | Hold |
252
| – | – | 0.01% | 219 |
|
|
2022
Q3 | $13K | Hold |
252
| – | – | 0.01% | 204 |
|
|
2022
Q2 | $13K | Hold |
252
| – | – | 0.01% | 211 |
|
|
2022
Q1 | $17K | Hold |
252
| – | – | 0.01% | 214 |
|
|
2021
Q4 | $18K | Hold |
252
| – | – | 0.01% | 217 |
|
|
2021
Q3 | $16K | Hold |
252
| – | – | 0.01% | 234 |
|
|
2021
Q2 | $16K | Hold |
252
| – | – | 0.01% | 233 |
|
|
2021
Q1 | $14K | Hold |
252
| – | – | 0.01% | 225 |
|
|
2020
Q4 | $14K | Hold |
252
| – | – | 0.01% | 196 |
|
|
2020
Q3 | $13K | Hold |
252
| – | – | 0.01% | 180 |
|
|
2020
Q2 | $11K | Hold |
252
| – | – | 0.01% | 188 |
|
|
2020
Q1 | $9K | Sell |
252
-31
| -11% | -$1.11K | ﹤0.01% | 176 |
|
|
2019
Q4 | $12K | Hold |
283
| – | – | 0.01% | 193 |
|
|
2019
Q3 | $11K | Buy |
283
+252
| +813% | +$9.8K | 0.01% | 188 |
|
|
2019
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 421 |
|
|
2019
Q1 | $1K | Buy |
31
+1
| +3% | +$32 | ﹤0.01% | 365 |
|
|
2018
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 336 |
|
|
2018
Q3 | $1K | Sell |
30
-125,194
| -100% | -$4.17M | ﹤0.01% | 313 |
|
|
2018
Q2 | $4.4M | Sell |
125,224
-4,004
| -3% | -$141K | 2.37% | 18 |
|
|
2018
Q1 | $4.33M | Buy |
+129,228
| New | +$4.33M | 2.54% | 14 |
|