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

Almanack Investment 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 Q2	–	Sell	-155,403	Closed	-$10.3M	–	511
2022 Q1	$10.3M	Buy	+155,403	New	+$10.1M	0.89%	23
2021 Q2	–	Sell	-9,546	Closed	-$538K	–	478
2021 Q1	$538K	Buy	+9,546	New	+$535K	0.05%	219
2017 Q2	–	Sell	-4,948	Closed	-$141K	–	201
2017 Q1	$141K	Buy	+4,948	New	+$137K	0.11%	128

Other funds holding SPYG

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

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Almanack Investment Partners's SPYG Position: Q2 2022 in Review

Almanack Investment Partners sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2022, closing a stake of 155,403 shares — an estimated $10.3M sold.

Almanack Investment Partners first reported a position in SPYG in Q1 2017 and held it in 3 quarters. The position peaked at $10.3M in Q1 2022. 678 funds tracked by Wall St. Rank hold SPYG as of Q2 2022.

Almanack Investment Partners reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
Almanack Investment Partners sold 155,403 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2022, an estimated $10.3M.
Almanack Investment Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2017 and held it in 3 quarters.
Almanack Investment Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $10.3M in Q1 2022.
678 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2022.

Based on Almanack Investment Partners's 13F filing for Q2 2022, filed 12 Aug 2022.