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Boston Mountain Money Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Boston Mountain Money Management’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
Q3 		$16.4M Sell
197,600
-5,057
-2% -$404K 9.52% 3
2024
Q2 		$16.2M Sell
202,657
-1,548
-0.8% -$116K 10.71% 2
2024
Q1 		$14.9M Buy
+204,205
New +$14.2M 10.23% 2

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Boston Mountain Money Management's SPYG Position: Q3 2024 in Review

Boston Mountain Money Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.5% in Q3 2024, selling an estimated $404K and leaving 197,600 shares worth $16.4M. The position accounts for 9.52% of the portfolio, ranked #3.

Boston Mountain Money Management first reported a position in SPYG in Q1 2024 and has held it in 3 quarters since. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q3 2024.

  • Boston Mountain Money Management held 197,600 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $16.4M as of Q3 2024.
  • Boston Mountain Money Management sold 5,057 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2024, an estimated $404K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 9.52% of Boston Mountain Money Management's portfolio in Q3 2024, its #3 holding.
  • Boston Mountain Money Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2024 and has held it in 3 quarters since.
  • 1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.