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

Bartlett & Co’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	-1,541	Closed	-$78K	–	1089
2022 Q4	$78K	Buy	+1,541	New	+$80.2K	﹤0.01%	507
2022 Q3	–	Sell	-14	Closed	-$1K	–	1256
2022 Q2	$1K	Buy	+14	New	+$803	﹤0.01%	1249
2021 Q4	–	Sell	-1,275	Closed	-$82K	–	818
2021 Q3	$82K	Buy	1,275 +450	+55%	+$29.7K	﹤0.01%	445
2021 Q2	$52K	Hold	825	–	–	﹤0.01%	502
2021 Q1	$47K	Hold	825	–	–	﹤0.01%	548
2020 Q4	$46K	Hold	825	–	–	﹤0.01%	535
2020 Q3	$41K	Buy	+825	New	+$40.4K	﹤0.01%	520
2014 Q2	–	Sell	-4,600	Closed	-$99K	–	735
2014 Q1	$99K	Buy	+4,600	New	+$98.4K	﹤0.01%	315

Other funds holding SPYG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bartlett & Co's SPYG Position: Q1 2023 in Review

Bartlett & Co sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2023, closing a stake of 1,541 shares — an estimated $78K sold.

Bartlett & Co first reported a position in SPYG in Q1 2014 and held it in 8 quarters. The position peaked at $99K in Q1 2014. 759 funds tracked by Wall St. Rank hold SPYG as of Q1 2023.

Bartlett & Co reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2023 after selling out during the quarter.
Bartlett & Co sold 1,541 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2023, an estimated $78K.
Bartlett & Co first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2014 and held it in 8 quarters.
Bartlett & Co's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $99K in Q1 2014.
759 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2023.

Based on Bartlett & Co's 13F filing for Q1 2023, filed 6 Apr 2023.