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

Brown 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
2023
Q3 		– Sell
-5,425
Closed -$331K – 101
2023
Q2 		$331K Buy
+5,425
New +$311K 0.17% 70

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Brown Wealth Management's SPYG Position: Q3 2023 in Review

Brown Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2023, closing a stake of 5,425 shares — an estimated $331K sold.

Brown Wealth Management first reported a position in SPYG in Q2 2023 and held it in 1 quarter. The position peaked at $331K in Q2 2023. 823 funds tracked by Wall St. Rank hold SPYG as of Q3 2023.

  • Brown Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Brown Wealth Management sold 5,425 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2023, an estimated $331K.
  • Brown Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and held it in 1 quarter.
  • Brown Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $331K in Q2 2023.
  • 823 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2023.

Based on Brown Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.