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

CEDRUS’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	–	Sell	-2,791	Closed	-$202K	–	164
2021 Q4	$202K	Buy	+2,791	New	+$195K	0.2%	151

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

CEDRUS's SPYG Position: Q1 2022 in Review

CEDRUS sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2022, closing a stake of 2,791 shares — an estimated $202K sold.

CEDRUS first reported a position in SPYG in Q4 2021 and held it in 1 quarter. The position peaked at $202K in Q4 2021. 713 funds tracked by Wall St. Rank hold SPYG as of Q1 2022.

CEDRUS reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2022 after selling out during the quarter.
CEDRUS sold 2,791 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2022, an estimated $202K.
CEDRUS first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and held it in 1 quarter.
CEDRUS's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $202K in Q4 2021.
713 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2022.

Based on CEDRUS's 13F filing for Q1 2022, filed 19 Jan 2024.