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

ADE LLC’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
2021
Q4 		– Sell
-148
Closed -$9K – 211
2021
Q3 		$9K Buy
+148
New +$9.77K 0.01% 201

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

ADE LLC's SPYG Position: Q4 2021 in Review

ADE LLC sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2021, closing a stake of 148 shares — an estimated $9K sold.

ADE LLC first reported a position in SPYG in Q3 2021 and held it in 1 quarter. The position peaked at $9K in Q3 2021. 722 funds tracked by Wall St. Rank hold SPYG as of Q4 2021.

  • ADE LLC reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • ADE LLC sold 148 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2021, an estimated $9K.
  • ADE LLC first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2021 and held it in 1 quarter.
  • ADE LLC's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $9K in Q3 2021.
  • 722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2021.

Based on ADE LLC's 13F filing for Q4 2021, filed 14 Feb 2022.