BHWA
SPYG icon

Beacon Harbor Wealth Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Beacon Harbor Wealth Advisors’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
2022
Q1 		– Sell
-68,416
Closed -$4.96M – 84
2021
Q4 		$4.96M Buy
+68,416
New +$4.78M 1.64% 27

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Beacon Harbor Wealth Advisors's SPYG Position: Q1 2022 in Review

Beacon Harbor Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2022, closing a stake of 68,416 shares — an estimated $4.96M sold.

Beacon Harbor Wealth Advisors first reported a position in SPYG in Q4 2021 and held it in 1 quarter. The position peaked at $4.96M in Q4 2021. 713 funds tracked by Wall St. Rank hold SPYG as of Q1 2022.

  • Beacon Harbor Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 68,416 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2022, an estimated $4.96M.
  • Beacon Harbor Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.96M in Q4 2021.
  • 713 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2022.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.