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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 – 159
2020
Q3 		$277K Buy
+5,534
New +$271K 0.1% 162
2020
Q2 		– Sell
-6,602
Closed -$236K – 138
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 $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aveo Capital Partners's SPYG Position: Q4 2023 in Review

Aveo Capital Partners sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2023, closing a stake of 16,867 shares — an estimated $1,000K sold.

Aveo Capital Partners first reported a position in SPYG in Q3 2018 and held it in 11 quarters. The position peaked at $12.9M in Q2 2019. 917 funds tracked by Wall St. Rank hold SPYG as of Q4 2023.

  • Aveo Capital Partners reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Aveo Capital Partners sold 16,867 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2023, an estimated $1,000K.
  • Aveo Capital Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2018 and held it in 11 quarters.
  • Aveo Capital Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $12.9M in Q2 2019.
  • 917 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2023.

Based on Aveo Capital Partners's 13F filing for Q4 2023, filed 6 Feb 2024.