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

Avantax Planning 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
2023 Q3	–	Sell	-8,124	Closed	-$496K	–	386
2023 Q2	$496K	Buy	8,124 +600	+8%	+$34.4K	0.02%	237
2023 Q1	$417K	Sell	7,524 -683	-8%	-$36.2K	0.02%	250
2022 Q4	$416K	Hold	8,207	–	–	0.02%	254
2022 Q3	$411K	Buy	+8,207	New	+$462K	0.02%	244
2018 Q4	–	Sell	-321	Closed	-$12K	–	1062
2018 Q3	$12K	Buy	+321	New	+$11.9K	﹤0.01%	837

Other funds holding SPYG

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Avantax Planning Partners's SPYG Position: Q3 2023 in Review

Avantax Planning Partners sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2023, closing a stake of 8,124 shares — an estimated $496K sold.

Avantax Planning Partners first reported a position in SPYG in Q3 2018 and held it in 5 quarters. The position peaked at $496K in Q2 2023. 823 funds tracked by Wall St. Rank hold SPYG as of Q3 2023.

Avantax Planning Partners reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2023 after selling out during the quarter.
Avantax Planning Partners sold 8,124 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2023, an estimated $496K.
Avantax Planning Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2018 and held it in 5 quarters.
Avantax Planning Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $496K in Q2 2023.
823 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2023.

Based on Avantax Planning Partners's 13F filing for Q3 2023, filed 6 Nov 2023.