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

Brass Tax Wealth 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 		– Sell
-260,383
Closed -$20.9M – 234
2024
Q2 		$20.9M Buy
+260,383
New +$19.4M 4.09% 5

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Brass Tax Wealth Management's SPYG Position: Q3 2024 in Review

Brass Tax Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2024, closing a stake of 260,383 shares — an estimated $20.9M sold.

Brass Tax Wealth Management first reported a position in SPYG in Q2 2024 and held it in 1 quarter. The position peaked at $20.9M in Q2 2024. 1,022 funds tracked by Wall St. Rank hold SPYG as of Q3 2024.

  • Brass Tax Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Brass Tax Wealth Management sold 260,383 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2024, an estimated $20.9M.
  • Brass Tax Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and held it in 1 quarter.
  • Brass Tax Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $20.9M in Q2 2024.
  • 1,022 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2024.

Based on Brass Tax Wealth Management's 13F filing for Q3 2024, filed 12 Dec 2024.