Cambridge Trust’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Cambridge Trust’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 Q1	$143K	Hold	1,950	–	–	0.01%	295
2023 Q4	$127K	Hold	1,950	–	–	0.01%	314
2023 Q3	$116K	Hold	1,950	–	–	0.01%	322
2023 Q2	$119K	Hold	1,950	–	–	0.01%	331
2023 Q1	$108K	Hold	1,950	–	–	0.01%	345
2022 Q4	$99K	Hold	1,950	–	–	﹤0.01%	371
2022 Q3	$98K	Hold	1,950	–	–	﹤0.01%	367
2022 Q2	$102K	Buy	+1,950	New	+$112K	﹤0.01%	385

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Cambridge Trust's SPYG Position: Q1 2024 in Review

Cambridge Trust held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2024 at 1,950 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #295.

Cambridge Trust first reported a position in SPYG in Q2 2022 and has held it in 8 quarters since. 948 funds tracked by Wall St. Rank hold SPYG as of Q1 2024.

Cambridge Trust held 1,950 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $143K as of Q1 2024.
Cambridge Trust left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2024.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Cambridge Trust's portfolio in Q1 2024, its #295 holding.
Cambridge Trust first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2022 and has held it in 8 quarters since.
948 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.