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

BMS Financial 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 Q1	–	Sell	-179,256	Closed	-$13M	–	118
2022 Q4	$13M	Buy	+179,256	New	+$9.33M	8.61%	3
2022 Q3	–	Sell	-182,119	Closed	-$13.2M	–	114
2022 Q2	$13.2M	Buy	+182,119	New	+$10.4M	8.63%	3
2022 Q1	–	Sell	-182,456	Closed	-$13.2M	–	110
2021 Q4	$13.2M	Buy	+182,456	New	+$12.7M	8.41%	3

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BMS Financial Advisors's SPYG Position: Q1 2023 in Review

BMS Financial Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2023, closing a stake of 179,256 shares — an estimated $13M sold.

BMS Financial Advisors first reported a position in SPYG in Q4 2021 and held it in 3 quarters. The position peaked at $13.2M in Q4 2021. 759 funds tracked by Wall St. Rank hold SPYG as of Q1 2023.

BMS Financial Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2023 after selling out during the quarter.
BMS Financial Advisors sold 179,256 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2023, an estimated $13M.
BMS Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and held it in 3 quarters.
BMS Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $13.2M in Q4 2021.
759 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2023.

Based on BMS Financial Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.