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

Bruderman Asset 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
2022 Q2	–	Sell	-4,594	Closed	-$305K	–	74
2022 Q1	$305K	Sell	4,594 -15,105	-77%	-$983K	0.46%	57
2021 Q4	$1.43M	Sell	19,699 -45,150	-70%	-$3.15M	1.09%	32
2021 Q3	$4.15M	Buy	+64,849	New	+$4.28M	1.04%	34
2021 Q2	–	Sell	-61,207	Closed	-$3.45M	–	114
2021 Q1	$3.45M	Sell	61,207 -1,695	-3%	-$95K	0.96%	34
2020 Q4	$3.48M	Buy	62,902 +18,909	+43%	+$994K	1.01%	36
2020 Q3	$2.21M	Sell	43,993 -638	-1%	-$31.3K	0.72%	45
2020 Q2	$2.02M	Buy	44,631 +364	+0.8%	+$15.1K	0.67%	47
2020 Q1	$1.51M	Buy	+44,267	New	+$1.81M	0.6%	44
2019 Q2	–	Sell	-104	Closed	-$4K	–	493
2019 Q1	$4K	Buy	+104	New	+$3.68K	﹤0.01%	519

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bruderman Asset Management's SPYG Position: Q2 2022 in Review

Bruderman Asset Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2022, closing a stake of 4,594 shares — an estimated $305K sold.

Bruderman Asset Management first reported a position in SPYG in Q1 2019 and held it in 9 quarters. The position peaked at $4.15M in Q3 2021. 678 funds tracked by Wall St. Rank hold SPYG as of Q2 2022.

Bruderman Asset Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
Bruderman Asset Management sold 4,594 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2022, an estimated $305K.
Bruderman Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2019 and held it in 9 quarters.
Bruderman Asset Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.15M in Q3 2021.
678 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2022.

Based on Bruderman Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.