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Acute Investment Advisory’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Acute Investment Advisory’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 		– Sell
-250,385
Closed -$13.1M – 33
2022
Q2 		$13.1M Buy
250,385
+232,886
+1,331% +$13.4M 10.17% 3
2022
Q1 		$1.16M Sell
17,499
-283,406
-94% -$18.4M 0.86% 25
2021
Q4 		$21.8M Buy
+300,905
New +$21M 15.92% 1

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Acute Investment Advisory's SPYG Position: Q3 2022 in Review

Acute Investment Advisory sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2022, closing a stake of 250,385 shares — an estimated $13.1M sold.

Acute Investment Advisory first reported a position in SPYG in Q4 2021 and held it in 3 quarters. The position peaked at $21.8M in Q4 2021. 675 funds tracked by Wall St. Rank hold SPYG as of Q3 2022.

  • Acute Investment Advisory reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Acute Investment Advisory sold 250,385 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2022, an estimated $13.1M.
  • Acute Investment Advisory first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and held it in 3 quarters.
  • Acute Investment Advisory's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $21.8M in Q4 2021.
  • 675 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2022.

Based on Acute Investment Advisory's 13F filing for Q3 2022, filed 20 Oct 2022.