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

Buckingham Strategic Wealth’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
Q2 		$1.17M Sell
14,650
-1,223
-8% -$91.3K 0.01% 311
2024
Q1 		$1.16M Buy
15,873
+5,683
+56% +$396K 0.01% 312
2023
Q4 		$663K Buy
10,190
+560
+6% +$34.5K 0.01% 390
2023
Q3 		$571K Buy
9,630
+116
+1% +$7.11K 0.01% 393
2023
Q2 		$580K Buy
9,514
+1,639
+21% +$93.9K 0.01% 395
2023
Q1 		$399K Hold
7,875
– – 0.01% 430
2022
Q4 		$399K Sell
7,875
-533
-6% -$27.7K 0.01% 432
2022
Q3 		$421K Sell
8,408
-623
-7% -$35.1K 0.01% 400
2022
Q2 		$472K Buy
9,031
+1,063
+13% +$61K 0.01% 383
2022
Q1 		$528K Buy
+7,968
New +$519K 0.01% 356
2021
Q4 		– Sell
-3,406
Closed -$218K – 626
2021
Q3 		$218K Sell
3,406
-644
-16% -$42.5K ﹤0.01% 548
2021
Q2 		$255K Buy
+4,050
New +$243K 0.01% 498
2019
Q2 		– Sell
-15,428
Closed -$574K – 463
2019
Q1 		$574K Buy
+15,428
New +$545K 0.07% 205

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
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
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

Buckingham Strategic Wealth's SPYG Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 7.7% in Q2 2024, selling an estimated $91.3K and leaving 14,650 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #311.

Buckingham Strategic Wealth first reported a position in SPYG in Q1 2019 and has held it in 13 quarters since. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q2 2024.

  • Buckingham Strategic Wealth held 14,650 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.17M as of Q2 2024.
  • Buckingham Strategic Wealth sold 1,223 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2024, an estimated $91.3K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #311 holding.
  • Buckingham Strategic Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2019 and has held it in 13 quarters since.
  • 1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.