3F
SPYG icon

360 Financial’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

360 Financial’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,885
Closed -$391K – 94
2024
Q2 		$391K Buy
4,885
+102
+2% +$7.62K 0.15% 61
2024
Q1 		$350K Sell
4,783
-727
-13% -$50.6K 0.14% 61
2023
Q4 		$358K Buy
+5,510
New +$340K 0.16% 60
2023
Q3 		– Sell
-11,475
Closed -$648K – 85
2023
Q2 		$648K Sell
11,475
-64
-0.6% -$3.67K 0.34% 39
2023
Q1 		$596K Buy
11,539
+1,386
+14% +$73.4K 0.31% 43
2022
Q4 		$463K Hold
10,153
– – 0.3% 41
2022
Q3 		$463K Sell
10,153
-1,331
-12% -$74.9K 0.3% 41
2022
Q2 		$577K Buy
11,484
+1,784
+18% +$102K 0.35% 36
2022
Q1 		$580K Sell
9,700
-1,345
-12% -$87.5K 0.28% 43
2021
Q4 		$708K Buy
11,045
+3,570
+48% +$249K 0.32% 42
2021
Q3 		$433K Buy
7,475
+2,471
+49% +$163K 0.22% 52
2021
Q2 		$298K Sell
5,004
-621
-11% -$37.3K 0.15% 68
2021
Q1 		$294K Buy
+5,625
New +$315K 0.17% 63

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

360 Financial's SPYG Position: Q3 2024 in Review

360 Financial sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2024, closing a stake of 4,885 shares — an estimated $391K sold.

360 Financial first reported a position in SPYG in Q1 2021 and held it in 13 quarters. The position peaked at $708K in Q4 2021. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q3 2024.

  • 360 Financial reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • 360 Financial sold 4,885 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2024, an estimated $391K.
  • 360 Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2021 and held it in 13 quarters.
  • 360 Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $708K in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2024.

Based on 360 Financial's 13F filing for Q3 2024, filed 14 Nov 2024.