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Axiom Advisory’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Axiom Advisory’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 		$1.27M Buy
15,936
+277
+2% +$22.1K 0.01% 147
2024
Q2 		$1.17M Buy
+15,659
New +$1.17M 0.01% 143

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Axiom Advisory's SPYG Position: Q3 2024 in Review

Axiom Advisory increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.8% in Q3 2024, buying an estimated $22.1K and bringing the position to 15,936 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #147.

Axiom Advisory first reported a position in SPYG in Q2 2024 and has held it in 2 quarters since. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q3 2024.

  • Axiom Advisory held 15,936 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.27M as of Q3 2024.
  • Axiom Advisory bought 277 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2024, an estimated $22.1K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #147 holding.
  • Axiom Advisory first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.