Carter Financial Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Carter Financial Group’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 Q1	$240K	Buy	+3,626	New	+$236K	0.32%	48

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

HWM

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

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Carter Financial Group's SPYG Position: Q1 2022 in Review

Carter Financial Group opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2022: 3,626 shares worth $240K. The stake represents 0.32% of the portfolio and ranks #48 among its holdings.

713 funds tracked by Wall St. Rank hold SPYG as of Q1 2022.

Carter Financial Group held 3,626 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $240K as of Q1 2022.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Carter Financial Group position in Q1 2022.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.32% of Carter Financial Group's portfolio in Q1 2022, its #48 holding.
713 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2022.

Based on Carter Financial Group's 13F filing for Q1 2022, filed 3 May 2022.