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

Angeles Investment 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 Q1	–	Sell	-6,937	Closed	-$503K	–	201
2021 Q4	$503K	Hold	6,937	–	–	0.03%	120
2021 Q3	$444K	Hold	6,937	–	–	0.03%	116
2021 Q2	$437K	Hold	6,937	–	–	0.03%	93
2021 Q1	$391K	Hold	6,937	–	–	0.03%	84
2020 Q4	$384K	Hold	6,937	–	–	0.04%	87
2020 Q3	$348K	Hold	6,937	–	–	0.04%	79
2020 Q2	$312K	Hold	6,937	–	–	0.04%	74
2020 Q1	$284K	Hold	6,937	–	–	0.08%	74
2019 Q4	$291K	Hold	6,937	–	–	0.06%	65
2019 Q3	$270K	Buy	+6,937	New	+$271K	0.06%	62

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

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

Angeles Investment Advisors's SPYG Position: Q1 2022 in Review

Angeles Investment Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2022, closing a stake of 6,937 shares — an estimated $503K sold.

Angeles Investment Advisors first reported a position in SPYG in Q3 2019 and held it in 10 quarters. The position peaked at $503K in Q4 2021. 713 funds tracked by Wall St. Rank hold SPYG as of Q1 2022.

Angeles Investment Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2022 after selling out during the quarter.
Angeles Investment Advisors sold 6,937 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2022, an estimated $503K.
Angeles Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2019 and held it in 10 quarters.
Angeles Investment Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $503K in Q4 2021.
713 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2022.

Based on Angeles Investment Advisors's 13F filing for Q1 2022, filed 16 May 2022.