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SPYG icon

Carmichael Hill & Associates’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Carmichael Hill & Associates’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
Q3 		$401K Buy
4,832
+3,744
+344% +$299K 0.14% 118
2024
Q2 		$87.2K Hold
1,088
– – 0.03% 261
2024
Q1 		$79.6K Hold
1,088
– – 0.03% 278
2023
Q4 		$70.8K Hold
1,088
– – 0.03% 296
2023
Q3 		$64.5K Hold
1,088
– – 0.03% 290
2023
Q2 		$66.4K Hold
1,088
– – 0.03% 290
2023
Q1 		$60.2K Hold
1,088
– – 0.03% 293
2022
Q4 		$55.1K Hold
1,088
– – 0.03% 318
2022
Q3 		$55K Buy
1,088
+743
+215% +$41.8K 0.03% 313
2022
Q2 		$18K Hold
345
– – 0.01% 489
2022
Q1 		$23K Sell
345
-101
-23% -$6.57K 0.01% 481
2021
Q4 		$32K Hold
446
– – 0.01% 446
2021
Q3 		$29K Hold
446
– – 0.01% 469
2021
Q2 		$28K Sell
446
-69
-13% -$4.14K 0.01% 468
2021
Q1 		$29K Hold
515
– – 0.02% 440
2020
Q4 		$28K Hold
515
– – 0.02% 420
2020
Q3 		$26K Sell
515
-61
-11% -$2.99K 0.02% 399
2020
Q2 		$26K Sell
576
-90
-14% -$3.74K 0.02% 380
2020
Q1 		$24K Hold
666
– – 0.02% 353
2019
Q4 		$28K Buy
+666
New +$26.7K 0.02% 350

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Carmichael Hill & Associates's SPYG Position: Q3 2024 in Review

Carmichael Hill & Associates increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 344% in Q3 2024, buying an estimated $299K and bringing the position to 4,832 shares worth $401K. The position accounts for 0.14% of the portfolio, ranked #118.

Carmichael Hill & Associates first reported a position in SPYG in Q4 2019 and has held it in 20 quarters since. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q3 2024.

  • Carmichael Hill & Associates held 4,832 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $401K as of Q3 2024.
  • Carmichael Hill & Associates bought 3,744 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2024, an estimated $299K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.14% of Carmichael Hill & Associates's portfolio in Q3 2024, its #118 holding.
  • Carmichael Hill & Associates first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 20 quarters since.
  • 1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.