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Bedel Financial Consulting’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Bedel Financial Consulting’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
Q2 		– Sell
-75
Closed -$5K – 792
2022
Q1 		$5K Hold
75
– – ﹤0.01% 773
2021
Q4 		$5K Hold
75
– – ﹤0.01% 793
2021
Q3 		$5K Hold
75
– – ﹤0.01% 786
2021
Q2 		$5K Hold
75
– – ﹤0.01% 783
2021
Q1 		$4K Hold
75
– – ﹤0.01% 783
2020
Q4 		$4K Hold
75
– – ﹤0.01% 694
2020
Q3 		$4K Buy
+75
New +$3.68K ﹤0.01% 653

Other funds holding SPYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bedel Financial Consulting's SPYG Position: Q2 2022 in Review

Bedel Financial Consulting sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2022, closing a stake of 75 shares — an estimated $5K sold.

Bedel Financial Consulting first reported a position in SPYG in Q3 2020 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 678 funds tracked by Wall St. Rank hold SPYG as of Q2 2022.

  • Bedel Financial Consulting reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 75 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2022, an estimated $5K.
  • Bedel Financial Consulting first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2020 and held it in 7 quarters.
  • Bedel Financial Consulting's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $5K in Q1 2022.
  • 678 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.