AFS Financial Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

AFS Financial Group’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
2024 Q2	–	Sell	-3,541	Closed	-$259K	–	20
2024 Q1	$259K	Hold	3,541	–	–	1.09%	16
2023 Q4	$230K	Sell	3,541 -2,000	-36%	-$123K	0.22%	51
2023 Q3	$328K	Hold	5,541	–	–	0.22%	68
2023 Q2	$338K	Sell	5,541 -1,105	-17%	-$63.3K	0.22%	69
2023 Q1	$368K	Buy	6,646 +561	+9%	+$29.7K	0.25%	68
2022 Q4	$308K	Buy	+6,085	New	+$317K	0.22%	75

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

AFS Financial Group's SPYG Position: Q2 2024 in Review

AFS Financial Group sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2024, closing a stake of 3,541 shares — an estimated $259K sold.

AFS Financial Group first reported a position in SPYG in Q4 2022 and held it in 6 quarters. The position peaked at $368K in Q1 2023. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q2 2024.

AFS Financial Group reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2024 after selling out during the quarter.
AFS Financial Group sold 3,541 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2024, an estimated $259K.
AFS Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and held it in 6 quarters.
AFS Financial Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $368K in Q1 2023.
1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2024.

Based on AFS Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.