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

Bison Wealth’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
Q4 		$272K Sell
3,099
-118
-4% -$10.2K 0.06% 245
2024
Q3 		$267K Buy
+3,217
New +$257K 0.04% 342
2022
Q3 		– Sell
-1,218
Closed -$64K – 347
2022
Q2 		$64K Hold
1,218
– – 0.04% 220
2022
Q1 		$81K Sell
1,218
-396
-25% -$25.8K 0.04% 244
2021
Q4 		$117K Hold
1,614
– – 0.07% 209
2021
Q3 		$103K Buy
1,614
+396
+33% +$26.1K 0.05% 279
2021
Q2 		$77K Hold
1,218
– – 0.03% 297
2021
Q1 		$69K Hold
1,218
– – 0.03% 302
2020
Q4 		$67K Hold
1,218
– – 0.03% 280
2020
Q3 		$61K Hold
1,218
– – 0.04% 243
2020
Q2 		$55K Buy
1,218
+251
+26% +$10.4K 0.03% 251
2020
Q1 		$35K Hold
967
– – 0.03% 256
2019
Q4 		$41K Buy
+967
New +$38.8K 0.02% 302

Other funds holding SPYG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bison Wealth's SPYG Position: Q4 2024 in Review

Bison Wealth reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.7% in Q4 2024, selling an estimated $10.2K and leaving 3,099 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #245.

Bison Wealth first reported a position in SPYG in Q4 2019 and has held it in 13 quarters since. 1,136 funds tracked by Wall St. Rank hold SPYG as of Q4 2024.

  • Bison Wealth held 3,099 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $272K as of Q4 2024.
  • Bison Wealth sold 118 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2024, an estimated $10.2K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of Bison Wealth's portfolio in Q4 2024, its #245 holding.
  • Bison Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 13 quarters since.
  • 1,136 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.