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

AJ Wealth Strategies’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
2023
Q2 		$440K Hold
7,213
– – 0.02% 192
2023
Q1 		$399K Buy
+7,213
New +$382K 0.02% 200

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 $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

AJ Wealth Strategies's SPYG Position: Q2 2023 in Review

AJ Wealth Strategies held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2023 at 7,213 shares worth $440K. The position accounts for 0.02% of the portfolio, ranked #192.

AJ Wealth Strategies first reported a position in SPYG in Q1 2023 and has held it in 2 quarters since. 799 funds tracked by Wall St. Rank hold SPYG as of Q2 2023.

  • AJ Wealth Strategies held 7,213 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $440K as of Q2 2023.
  • AJ Wealth Strategies left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2023.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of AJ Wealth Strategies's portfolio in Q2 2023, its #192 holding.
  • AJ Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2023 and has held it in 2 quarters since.
  • 799 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.