BF
SPYG icon

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

Blankinship & Foster’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
Q3 		– Sell
-4,339
Closed -$227K – 55
2022
Q2 		$227K Buy
+4,339
New +$249K 0.1% 51

Other funds holding SPYG

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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

Blankinship & Foster's SPYG Position: Q3 2022 in Review

Blankinship & Foster sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2022, closing a stake of 4,339 shares — an estimated $227K sold.

Blankinship & Foster first reported a position in SPYG in Q2 2022 and held it in 1 quarter. The position peaked at $227K in Q2 2022. 675 funds tracked by Wall St. Rank hold SPYG as of Q3 2022.

  • Blankinship & Foster reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Blankinship & Foster sold 4,339 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2022, an estimated $227K.
  • Blankinship & Foster first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2022 and held it in 1 quarter.
  • Blankinship & Foster's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $227K in Q2 2022.
  • 675 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2022.

Based on Blankinship & Foster's 13F filing for Q3 2022, filed 8 Nov 2022.