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American Portfolios Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

American Portfolios Advisors’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
Q3 		$2.03M Buy
40,530
+8,129
+25% +$457K 0.09% 237
2022
Q2 		$1.69M Buy
32,401
+599
+2% +$34.3K 0.07% 282
2022
Q1 		$2.11M Sell
31,802
-143,488
-82% -$9.34M 0.07% 270
2021
Q4 		$12.7M Buy
175,290
+36,009
+26% +$2.51M 0.43% 36
2021
Q3 		$8.92M Sell
139,281
-15,911
-10% -$1.05M 0.33% 52
2021
Q2 		$9.77M Buy
155,192
+147,931
+2,037% +$8.87M 0.38% 45
2021
Q1 		$410K Sell
7,261
-759
-9% -$42.5K 0.02% 734
2020
Q4 		$443K Sell
8,020
-107,628
-93% -$5.66M 0.02% 600
2020
Q3 		$5.8M Sell
115,648
-32,327
-22% -$1.58M 0.33% 53
2020
Q2 		$6.65M Sell
147,975
-1,727
-1% -$71.7K 0.43% 38
2020
Q1 		$5.35M Buy
149,702
+144,022
+2,536% +$5.9M 0.44% 38
2019
Q4 		$238K Sell
5,680
-120
-2% -$4.81K 0.02% 687
2019
Q3 		$226K Sell
5,800
-141,448
-96% -$5.53M 0.02% 669
2019
Q2 		$5.7M Buy
147,248
+44,892
+44% +$1.71M 0.48% 38
2019
Q1 		$3.81M Buy
102,356
+98,312
+2,431% +$3.48M 0.36% 61
2018
Q4 		$131K Sell
4,044
-101,122
-96% -$3.53M 0.02% 646
2018
Q3 		$4.02M Buy
105,166
+64,936
+161% +$2.41M 0.46% 42
2018
Q2 		$1.41M Buy
40,230
+37,500
+1,374% +$1.3M 0.19% 104
2018
Q1 		$91.5K Sell
2,730
-3,594
-57% -$124K 0.01% 788
2017
Q4 		$209K Buy
+6,324
New +$204K 0.03% 484

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

American Portfolios Advisors's SPYG Position: Q3 2022 in Review

American Portfolios Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 25% in Q3 2022, buying an estimated $457K and bringing the position to 40,530 shares worth $2.03M. The position accounts for 0.09% of the portfolio, ranked #237.

American Portfolios Advisors first reported a position in SPYG in Q4 2017 and has held it in 20 quarters since. The position peaked at $12.7M in Q4 2021. 675 funds tracked by Wall St. Rank hold SPYG as of Q3 2022.

  • American Portfolios Advisors held 40,530 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.03M as of Q3 2022.
  • American Portfolios Advisors bought 8,129 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2022, an estimated $457K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.09% of American Portfolios Advisors's portfolio in Q3 2022, its #237 holding.
  • American Portfolios Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $12.7M in Q4 2021.
  • 675 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.