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

Bellwether 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
2023 Q2	–	Sell	-209	Closed	-$11.6K	–	391
2023 Q1	$11.6K	Hold	209	–	–	﹤0.01%	269
2022 Q4	$10.6K	Sell	209 -109	-34%	-$5.67K	﹤0.01%	265
2022 Q3	$15K	Hold	318	–	–	﹤0.01%	240
2022 Q2	$16K	Hold	318	–	–	0.01%	227
2022 Q1	$21K	Hold	318	–	–	0.01%	252
2021 Q4	$23K	Hold	318	–	–	0.01%	260
2021 Q3	$20K	Hold	318	–	–	0.01%	251
2021 Q2	$20K	Sell	318 -20	-6%	-$1.2K	0.01%	222
2021 Q1	$19K	Hold	338	–	–	0.01%	207
2020 Q4	$18K	Buy	+338	New	+$17.8K	0.01%	203

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Bellwether Advisors's SPYG Position: Q2 2023 in Review

Bellwether Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2023, closing a stake of 209 shares — an estimated $11.6K sold.

Bellwether Advisors first reported a position in SPYG in Q4 2020 and held it in 10 quarters. The position peaked at $23K in Q4 2021. 799 funds tracked by Wall St. Rank hold SPYG as of Q2 2023.

Bellwether Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2023 after selling out during the quarter.
Bellwether Advisors sold 209 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2023, an estimated $11.6K.
Bellwether Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and held it in 10 quarters.
Bellwether Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $23K in Q4 2021.
799 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2023.

Based on Bellwether Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.