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SPYG icon

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

ACG Wealth’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
2022
Q3 		$331K Hold
6,600
– – 0.08% 193
2022
Q2 		$345K Hold
6,600
– – 0.07% 196
2022
Q1 		$437K Hold
6,600
– – 0.08% 191
2021
Q4 		$478K Hold
6,600
– – 0.07% 216
2021
Q3 		$423K Hold
6,600
– – 0.06% 209
2021
Q2 		$416K Hold
6,600
– – 0.05% 214
2021
Q1 		$372K Sell
6,600
-800
-11% -$44.8K 0.05% 224
2020
Q4 		$409K Hold
7,400
– – 0.06% 203
2020
Q3 		$371K Hold
7,400
– – 0.06% 197
2020
Q2 		$332K Sell
7,400
-4,336
-37% -$180K 0.05% 198
2020
Q1 		$419K Sell
11,736
-1,761
-13% -$72.1K 0.08% 196
2019
Q4 		$566K Sell
13,497
-1,275
-9% -$51.1K 0.08% 191
2019
Q3 		$574K Sell
14,772
-724
-5% -$28.3K 0.08% 192
2019
Q2 		$600K Buy
15,496
+7,372
+91% +$280K 0.08% 192
2019
Q1 		$302K Hold
8,124
– – 0.04% 265
2018
Q4 		$264K Hold
8,124
– – 0.04% 256
2018
Q3 		$311K Hold
8,124
– – 0.04% 249
2018
Q2 		$285K Hold
8,124
– – 0.04% 233
2018
Q1 		$272K Buy
8,124
+324
+4% +$11.2K 0.04% 245
2017
Q4 		$257K Hold
7,800
– – 0.04% 270
2017
Q3 		$242K Hold
7,800
– – 0.04% 232
2017
Q2 		$231K Hold
7,800
– – 0.04% 276
2017
Q1 		$222K Buy
+7,800
New +$216K 0.04% 247

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ACG Wealth's SPYG Position: Q3 2022 in Review

ACG Wealth held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q3 2022 at 6,600 shares worth $331K. The position accounts for 0.08% of the portfolio, ranked #193.

ACG Wealth first reported a position in SPYG in Q1 2017 and has held it in 23 quarters since. The position peaked at $600K in Q2 2019. 675 funds tracked by Wall St. Rank hold SPYG as of Q3 2022.

  • ACG Wealth held 6,600 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $331K as of Q3 2022.
  • ACG Wealth left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q3 2022.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.08% of ACG Wealth's portfolio in Q3 2022, its #193 holding.
  • ACG Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2017 and has held it in 23 quarters since.
  • ACG Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $600K in Q2 2019.
  • 675 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.