BI
SPYG icon

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

Berkeley Inc’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
-3,688
Closed -$244K – 95
2022
Q1 		$244K Sell
3,688
-212
-5% -$13.8K 0.17% 86
2021
Q4 		$283K Sell
3,900
-272
-7% -$19K 0.19% 75
2021
Q3 		$267K Buy
4,172
+3
+0.1% +$198 0.2% 74
2021
Q2 		$263K Buy
4,169
+3
+0.1% +$180 0.19% 72
2021
Q1 		$235K Buy
4,166
+4
+0.1% +$224 0.17% 74
2020
Q4 		$230K Buy
+4,162
New +$219K 0.19% 74

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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return