AWM
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Avitas Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Avitas Wealth Management’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
Q1 		– Sell
-4,067
Closed -$206K – 209
2022
Q4 		$206K Buy
+4,067
New +$212K 0.04% 182

Other funds holding SPYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avitas Wealth Management's SPYG Position: Q1 2023 in Review

Avitas Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2023, closing a stake of 4,067 shares — an estimated $206K sold.

Avitas Wealth Management first reported a position in SPYG in Q4 2022 and held it in 1 quarter. The position peaked at $206K in Q4 2022. 759 funds tracked by Wall St. Rank hold SPYG as of Q1 2023.

  • Avitas Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Avitas Wealth Management sold 4,067 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2023, an estimated $206K.
  • Avitas Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and held it in 1 quarter.
  • Avitas Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $206K in Q4 2022.
  • 759 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2023.

Based on Avitas Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.