ACP
SPYG icon

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

Aveo Capital 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
Q4 		– Sell
-16,867
Closed -$1,000K – 367
2023
Q3 		$1,000K Buy
16,867
+1
+0% +$61 0.13% 126
2023
Q2 		$1.03M Buy
16,866
+301
+2% +$17.2K 0.13% 127
2023
Q1 		$917K Buy
16,565
+19
+0.1% +$1.01K 0.12% 125
2022
Q4 		$838K Buy
+16,546
New +$861K 0.13% 128
2020
Q4 		– Sell
-5,534
Closed -$277K – 160
2020
Q3 		$277K Buy
+5,534
New +$271K 0.1% 162
2020
Q2 		– Sell
-6,602
Closed -$236K – 139
2020
Q1 		$236K Sell
6,602
-9,925
-60% -$407K 0.11% 132
2019
Q4 		$693K Sell
16,527
-1,876
-10% -$75.2K 0.27% 84
2019
Q3 		$733K Sell
18,403
-306,472
-94% -$12M 0.3% 77
2019
Q2 		$12.9M Buy
324,875
+318,435
+4,945% +$12.1M 5.62% 1
2019
Q1 		$240K Buy
+6,440
New +$228K 0.11% 141
2018
Q4 		– Sell
-5,906
Closed -$212K – 146
2018
Q3 		$212K Buy
+5,906
New +$219K 0.09% 127

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $376B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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 $1.47T AUM 27.86% 1-Year Est. Return