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

BT 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
2022 Q2	$465K	Sell	8,894 -2,808	-24%	-$161K	0.13%	40
2022 Q1	$775K	Sell	11,702 -1	-0%	-$65	0.2%	30
2021 Q4	$848K	Hold	11,703	–	–	0.23%	28
2021 Q3	$749K	Hold	11,703	–	–	0.23%	24
2021 Q2	$737K	Hold	11,703	–	–	0.22%	27
2021 Q1	$660K	Sell	11,703 -1,363	-10%	-$76.4K	0.22%	29
2020 Q4	$722K	Hold	13,066	–	–	0.27%	28
2020 Q3	$655K	Hold	13,066	–	–	0.28%	28
2020 Q2	$587K	Sell	13,066 -341	-3%	-$14.2K	0.3%	28
2020 Q1	$479K	Sell	13,407 -457	-3%	-$18.7K	0.27%	31
2019 Q4	$581K	Hold	13,864	–	–	0.3%	35
2019 Q3	$539K	Sell	13,864 -777	-5%	-$30.4K	0.3%	35
2019 Q2	$559K	Sell	14,641 -77	-0.5%	-$2.92K	0.32%	33
2019 Q1	$548K	Hold	14,718	–	–	0.32%	33
2018 Q4	$524K	Buy	+14,718	New	+$514K	0.23%	52

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

BT Wealth Management's SPYG Position: Q2 2022 in Review

BT Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 24% in Q2 2022, selling an estimated $161K and leaving 8,894 shares worth $465K. The position accounts for 0.13% of the portfolio, ranked #40.

BT Wealth Management first reported a position in SPYG in Q4 2018 and has held it in 15 quarters since. The position peaked at $848K in Q4 2021. 678 funds tracked by Wall St. Rank hold SPYG as of Q2 2022.

BT Wealth Management held 8,894 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $465K as of Q2 2022.
BT Wealth Management sold 2,808 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2022, an estimated $161K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.13% of BT Wealth Management's portfolio in Q2 2022, its #40 holding.
BT Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2018 and has held it in 15 quarters since.
BT Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $848K in Q4 2021.
678 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.