Avidian Wealth Enterprises’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Avidian Wealth Enterprises’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 Q3	–	Sell	-5,655	Closed	-$453K	–	532
2024 Q2	$453K	Buy	5,655 +9	+0.2%	+$672	0.02%	308
2024 Q1	$413K	Buy	5,646 +508	+10%	+$35.4K	0.02%	295
2023 Q4	$334K	Sell	5,138 -3,019	-37%	-$186K	0.02%	323
2023 Q3	$484K	Buy	8,157 +393	+5%	+$24.1K	0.03%	263
2023 Q2	$474K	Buy	7,764 +158	+2%	+$9.05K	0.03%	275
2023 Q1	$421K	Sell	7,606 -9,914	-57%	-$525K	0.02%	322
2022 Q4	$888K	Buy	+17,520	New	+$912K	0.06%	193

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Avidian Wealth Enterprises's SPYG Position: Q3 2024 in Review

Avidian Wealth Enterprises sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2024, closing a stake of 5,655 shares — an estimated $453K sold.

Avidian Wealth Enterprises first reported a position in SPYG in Q4 2022 and held it in 7 quarters. The position peaked at $888K in Q4 2022. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q3 2024.

Avidian Wealth Enterprises reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2024 after selling out during the quarter.
Avidian Wealth Enterprises sold 5,655 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2024, an estimated $453K.
Avidian Wealth Enterprises first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and held it in 7 quarters.
Avidian Wealth Enterprises's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $888K in Q4 2022.
1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2024.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2024, filed 30 Oct 2024.