AWM
SPYG icon

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

Activest Wealth Management’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
Q2 		– Sell
-1
Closed – – 395
2022
Q1 		$0 Hold
1
– – ﹤0.01% 372
2021
Q4 		$0 Hold
1
– – ﹤0.01% 398
2021
Q3 		$1K Hold
1
– – ﹤0.01% 364
2021
Q2 		$1K Sell
1
-1
-50% -$60 ﹤0.01% 324
2021
Q1 		$1K Buy
+2
New +$112 ﹤0.01% 293

Other funds holding SPYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Activest Wealth Management's SPYG Position: Q2 2022 in Review

Activest Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2022, closing a stake of 1 share.

Activest Wealth Management first reported a position in SPYG in Q1 2021 and held it in 5 quarters. The position peaked at $1K in Q3 2021. 678 funds tracked by Wall St. Rank hold SPYG as of Q2 2022.

  • Activest Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Activest Wealth Management sold 1 State Street SPDR Portfolio S&P 500 Growth ETF share in Q2 2022.
  • Activest Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2021 and held it in 5 quarters.
  • Activest Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1K in Q3 2021.
  • 678 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2022.

Based on Activest Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.