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

Advisor Partners’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 Q1	–	Sell	-2,890	Closed	-$210K	–	914
2021 Q4	$210K	Buy	+2,890	New	+$202K	0.01%	809
2021 Q1	–	Sell	-3,709	Closed	-$205K	–	814
2020 Q4	$205K	Sell	3,709 -5,271	-59%	-$277K	0.02%	702
2020 Q3	$447K	Buy	8,980 +474	+6%	+$23.2K	0.04%	426
2020 Q2	$382K	Sell	8,506 -237	-3%	-$9.84K	0.04%	445
2020 Q1	$312K	Buy	+8,743	New	+$358K	0.04%	427

Other funds holding SPYG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Advisor Partners's SPYG Position: Q1 2022 in Review

Advisor Partners sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2022, closing a stake of 2,890 shares — an estimated $210K sold.

Advisor Partners first reported a position in SPYG in Q1 2020 and held it in 5 quarters. The position peaked at $447K in Q3 2020. 713 funds tracked by Wall St. Rank hold SPYG as of Q1 2022.

Advisor Partners reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2022 after selling out during the quarter.
Advisor Partners sold 2,890 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2022, an estimated $210K.
Advisor Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and held it in 5 quarters.
Advisor Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $447K in Q3 2020.
713 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2022.

Based on Advisor Partners's 13F filing for Q1 2022, filed 27 Apr 2022.