YHB Investment Advisors’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 | $4.52M | Buy |
47,481
+1,811
| +4% | +$173K | 0.35% | 74 |
|
|
2025
Q1 | $3.67M | Buy |
45,670
+3,057
| +7% | +$246K | 0.31% | 83 |
|
|
2024
Q4 | $3.75M | Buy |
42,613
+5,957
| +16% | +$524K | 0.31% | 82 |
|
|
2024
Q3 | $3.04M | Buy |
36,656
+1,204
| +3% | +$99.9K | 0.25% | 92 |
|
|
2024
Q2 | $2.84M | Buy |
35,452
+1,206
| +4% | +$96.6K | 0.24% | 97 |
|
|
2024
Q1 | $2.51M | Sell |
34,246
-1,714
| -5% | -$125K | 0.22% | 97 |
|
|
2023
Q4 | $2.34M | Sell |
35,960
-1,161
| -3% | -$75.5K | 0.23% | 96 |
|
|
2023
Q3 | $2.2M | Buy |
37,121
+1,126
| +3% | +$66.8K | 0.2% | 108 |
|
|
2023
Q2 | $2.2M | Sell |
35,995
-1,543
| -4% | -$94.1K | 0.2% | 110 |
|
|
2023
Q1 | $2.08M | Sell |
37,538
-715
| -2% | -$39.6K | 0.21% | 104 |
|
|
2022
Q4 | $1.94M | Buy |
38,253
+375
| +1% | +$19K | 0.21% | 103 |
|
|
2022
Q3 | $1.9M | Buy |
37,878
+1,135
| +3% | +$56.9K | 0.21% | 107 |
|
|
2022
Q2 | $1.92M | Sell |
36,743
-1,019
| -3% | -$53.3K | 0.2% | 111 |
|
|
2022
Q1 | $2.5M | Buy |
37,762
+2,583
| +7% | +$171K | 0.22% | 105 |
|
|
2021
Q4 | $2.55M | Buy |
35,179
+4,691
| +15% | +$340K | 0.2% | 108 |
|
|
2021
Q3 | $1.95M | Buy |
30,488
+1,708
| +6% | +$109K | 0.17% | 123 |
|
|
2021
Q2 | $1.81M | Buy |
28,780
+1,116
| +4% | +$70.3K | 0.15% | 132 |
|
|
2021
Q1 | $1.68M | Buy |
27,664
+1,434
| +5% | +$86.9K | 0.15% | 137 |
|
|
2020
Q4 | $1.45M | Buy |
26,230
+1,182
| +5% | +$65.3K | 0.14% | 136 |
|
|
2020
Q3 | $1.26M | Buy |
+25,048
| New | +$1.26M | 0.14% | 135 |
|