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

Baystate 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 Q4	$12.6K	Buy	194 +132	+213%	+$8.14K	﹤0.01%	673
2023 Q3	$3.69K	Sell	62 -187	-75%	-$11.5K	﹤0.01%	725
2023 Q2	$15.2K	Buy	249 +1	+0.4%	+$57	﹤0.01%	496
2023 Q1	$13.8K	Buy	248 +46	+23%	+$2.44K	﹤0.01%	510
2022 Q4	$10K	Sell	202 -94	-32%	-$4.89K	﹤0.01%	575
2022 Q3	$15K	Buy	296 +34	+13%	+$1.91K	﹤0.01%	480
2022 Q2	$14K	Sell	262 -84	-24%	-$4.82K	﹤0.01%	509
2022 Q1	$23K	Buy	346 +240	+226%	+$15.6K	﹤0.01%	433
2021 Q4	$8K	Buy	106 +84	+382%	+$5.86K	﹤0.01%	602
2021 Q3	$1K	Buy	+22	New	+$1.45K	﹤0.01%	803

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

Baystate Wealth Management's SPYG Position: Q4 2023 in Review

Baystate Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 213% in Q4 2023, buying an estimated $8.14K and bringing the position to 194 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Baystate Wealth Management first reported a position in SPYG in Q3 2021 and has held it in 10 quarters since. The position peaked at $23K in Q1 2022. 916 funds tracked by Wall St. Rank hold SPYG as of Q4 2023.

Baystate Wealth Management held 194 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $12.6K as of Q4 2023.
Baystate Wealth Management bought 132 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2023, an estimated $8.14K.
State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #673 holding.
Baystate Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2021 and has held it in 10 quarters since.
Baystate Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $23K in Q1 2022.
916 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.