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

Benedetti & Gucer’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
2024 Q1	$382K	Sell	5,216 -309	-6%	-$21.5K	0.19%	88
2023 Q4	$359K	Buy	5,525 +24	+0.4%	+$1.48K	0.19%	94
2023 Q3	$326K	Sell	5,501 -160	-3%	-$9.8K	0.18%	97
2023 Q2	$345K	Sell	5,661 -2,232	-28%	-$128K	0.18%	99
2023 Q1	$437K	Sell	7,893 -118	-1%	-$6.25K	0.25%	77
2022 Q4	$406K	Buy	8,011 +2	+0%	+$104	0.3%	59
2022 Q3	$401K	Buy	8,009 +2	+0%	+$113	0.32%	50
2022 Q2	$419K	Sell	8,007 -879	-10%	-$50.4K	0.28%	51
2022 Q1	$588K	Sell	8,886 -309	-3%	-$20.1K	0.39%	43
2021 Q4	$666K	Buy	9,195 +1,011	+12%	+$70.6K	0.45%	35
2021 Q3	$523K	Buy	8,184 +2,457	+43%	+$162K	0.4%	38
2021 Q2	$361K	Buy	5,727 +750	+15%	+$45K	0.32%	50
2021 Q1	$280K	Buy	+4,977	New	+$279K	0.26%	60

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

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

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

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

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

Benedetti & Gucer's SPYG Position: Q1 2024 in Review

Benedetti & Gucer reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.6% in Q1 2024, selling an estimated $21.5K and leaving 5,216 shares worth $382K. The position accounts for 0.19% of the portfolio, ranked #88.

Benedetti & Gucer first reported a position in SPYG in Q1 2021 and has held it in 13 quarters since. The position peaked at $666K in Q4 2021. 948 funds tracked by Wall St. Rank hold SPYG as of Q1 2024.

Benedetti & Gucer held 5,216 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $382K as of Q1 2024.
Benedetti & Gucer sold 309 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2024, an estimated $21.5K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.19% of Benedetti & Gucer's portfolio in Q1 2024, its #88 holding.
Benedetti & Gucer first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2021 and has held it in 13 quarters since.
Benedetti & Gucer's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $666K in Q4 2021.
948 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.