AWM
SPYG icon

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

Altium Wealth Management’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 		$23.3M Sell
444,939
-59,867
-12% -$3.43M 1.67% 14
2022
Q1 		$33.4M Buy
504,806
+16,984
+3% +$1.11M 2.15% 11
2021
Q4 		$35.4M Sell
487,822
-1,941
-0.4% -$136K 2.28% 12
2021
Q3 		$31.4M Buy
489,763
+2,741
+0.6% +$181K 2.24% 11
2021
Q2 		$30.7M Sell
487,022
-14,212
-3% -$852K 2.25% 11
2021
Q1 		$28.3M Buy
501,234
+10,445
+2% +$585K 2.27% 11
2020
Q4 		$27.1M Buy
490,789
+11,806
+2% +$620K 2.4% 11
2020
Q3 		$24M Buy
478,983
+15,510
+3% +$760K 2.5% 11
2020
Q2 		$20.8M Sell
463,473
-57,867
-11% -$2.4M 2.34% 11
2020
Q1 		$18.6M Sell
521,340
-122,008
-19% -$5M 2.55% 9
2019
Q4 		$27M Buy
643,348
+11,618
+2% +$466K 3.23% 8
2019
Q3 		$24.6M Buy
631,730
+48,009
+8% +$1.88M 3.31% 7
2019
Q2 		$22.6M Buy
583,721
+85,216
+17% +$3.24M 3.28% 7
2019
Q1 		$18.5M Buy
498,505
+129,680
+35% +$4.59M 2.96% 9
2018
Q4 		$12M Sell
368,825
-155,788
-30% -$5.44M 2.29% 11
2018
Q3 		$20.1M Buy
524,613
+243,658
+87% +$9.05M 3.85% 4
2018
Q2 		$9.87M Buy
280,955
+117,383
+72% +$4.07M 2.63% 6
2018
Q1 		$5.48M Buy
163,572
+77,289
+90% +$2.66M 2.16% 10
2017
Q4 		$2.85M Buy
+86,283
New +$2.79M 1.3% 18

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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Altium Wealth Management's SPYG Position: Q2 2022 in Review

Altium Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 12% in Q2 2022, selling an estimated $3.43M and leaving 444,939 shares worth $23.3M. The position accounts for 1.67% of the portfolio, ranked #14.

Altium Wealth Management first reported a position in SPYG in Q4 2017 and has held it in 19 quarters since. The position peaked at $35.4M in Q4 2021. 678 funds tracked by Wall St. Rank hold SPYG as of Q2 2022.

  • Altium Wealth Management held 444,939 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $23.3M as of Q2 2022.
  • Altium Wealth Management sold 59,867 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2022, an estimated $3.43M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.67% of Altium Wealth Management's portfolio in Q2 2022, its #14 holding.
  • Altium Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2017 and has held it in 19 quarters since.
  • Altium Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $35.4M in Q4 2021.
  • 678 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.