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Arden Trust’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Arden Trust’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
2024
Q2 		$21.8M Sell
271,686
-7,604
-3% -$568K 3.04% 8
2024
Q1 		$20.4M Sell
279,290
-5,988
-2% -$417K 2.85% 8
2023
Q4 		$18.6M Sell
285,278
-5,624
-2% -$347K 2.72% 9
2023
Q3 		$17.2M Sell
290,902
-64,423
-18% -$3.95M 2.87% 8
2023
Q2 		$21.7M Buy
355,325
+12,055
+4% +$691K 3.56% 5
2023
Q1 		$19M Buy
+343,270
New +$18.2M 3.43% 3

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Arden Trust's SPYG Position: Q2 2024 in Review

Arden Trust reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.7% in Q2 2024, selling an estimated $568K and leaving 271,686 shares worth $21.8M. The position accounts for 3.04% of the portfolio, ranked #8.

Arden Trust first reported a position in SPYG in Q1 2023 and has held it in 6 quarters since. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q2 2024.

  • Arden Trust held 271,686 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $21.8M as of Q2 2024.
  • Arden Trust sold 7,604 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2024, an estimated $568K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 3.04% of Arden Trust's portfolio in Q2 2024, its #8 holding.
  • Arden Trust first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2023 and has held it in 6 quarters since.
  • 1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.