CA
SPYG icon

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

Cetera Advisors’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 		$26.2M Buy
358,211
+284,057
+383% +$19.8M 0.21% 100
2023
Q4 		$4.82M Sell
74,154
-11,527
-13% -$711K 0.07% 288
2023
Q3 		$5.08M Buy
85,681
+20,056
+31% +$1.23M 0.08% 247
2023
Q2 		$4M Sell
65,625
-8,092
-11% -$464K 0.06% 291
2023
Q1 		$4.08M Buy
73,717
+12,104
+20% +$641K 0.07% 284
2022
Q4 		$3.12M Buy
61,613
+36,908
+149% +$1.92M 0.06% 329
2022
Q3 		$1.24M Buy
24,705
+3,670
+17% +$206K 0.03% 469
2022
Q2 		$1.1M Buy
21,035
+2,283
+12% +$131K 0.03% 544
2022
Q1 		$1.24M Sell
18,752
-18,034
-49% -$1.17M 0.02% 547
2021
Q4 		$2.67M Buy
36,786
+23,969
+187% +$1.67M 0.05% 333
2021
Q3 		$821K Buy
12,817
+4,800
+60% +$317K 0.02% 683
2021
Q2 		$505K Buy
8,017
+531
+7% +$31.9K 0.01% 818
2021
Q1 		$422K Buy
7,486
+2,584
+53% +$145K 0.01% 806
2020
Q4 		$271K Sell
4,902
-827
-14% -$43.5K 0.01% 866
2020
Q3 		$287K Sell
5,729
-1,570
-22% -$77K 0.01% 747
2020
Q2 		$328K Sell
7,299
-44,175
-86% -$1.83M 0.01% 677
2020
Q1 		$1.84M Sell
51,474
-15,007
-23% -$615K 0.1% 209
2019
Q4 		$2.78M Sell
66,481
-5,955
-8% -$239K 0.12% 171
2019
Q3 		$2.82M Sell
72,436
-3,724
-5% -$146K 0.12% 164
2019
Q2 		$2.95M Buy
76,160
+7,131
+10% +$271K 0.13% 162
2019
Q1 		$2.57M Buy
69,029
+6,420
+10% +$227K 0.13% 159
2018
Q4 		$2.04M Sell
62,609
-7,184
-10% -$251K 0.12% 175
2018
Q3 		$2.68M Sell
69,793
-1,029
-1% -$38.2K 0.13% 164
2018
Q2 		$2.49M Buy
70,822
+30,544
+76% +$1.06M 0.14% 155
2018
Q1 		$1.35M Buy
40,278
+30,180
+299% +$1.04M 0.08% 248
2017
Q4 		$335K Buy
+10,098
New +$326K 0.02% 555
2016
Q1 		– Sell
-7,988
Closed -$200K – 768
2015
Q4 		$200K Buy
+7,988
New +$201K 0.02% 636

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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Cetera Advisors's SPYG Position: Q1 2024 in Review

Cetera Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 383% in Q1 2024, buying an estimated $19.8M and bringing the position to 358,211 shares worth $26.2M. The position accounts for 0.21% of the portfolio, ranked #100.

Cetera Advisors first reported a position in SPYG in Q4 2015 and has held it in 27 quarters since. 948 funds tracked by Wall St. Rank hold SPYG as of Q1 2024.

  • Cetera Advisors held 358,211 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $26.2M as of Q1 2024.
  • Cetera Advisors bought 284,057 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2024, an estimated $19.8M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.21% of Cetera Advisors's portfolio in Q1 2024, its #100 holding.
  • Cetera Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2015 and has held it in 27 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 Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.