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Charter Oak Capital Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Charter Oak Capital Management’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
Q3 		– Sell
-810
Closed -$42K – 777
2022
Q2 		$42K Hold
810
– – 0.01% 354
2022
Q1 		$54K Buy
+810
New +$52.7K 0.01% 351

Other funds holding SPYG

LPL Financial
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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Charter Oak Capital Management's SPYG Position: Q3 2022 in Review

Charter Oak Capital Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2022, closing a stake of 810 shares — an estimated $42K sold.

Charter Oak Capital Management first reported a position in SPYG in Q1 2022 and held it in 2 quarters. The position peaked at $54K in Q1 2022. 675 funds tracked by Wall St. Rank hold SPYG as of Q3 2022.

  • Charter Oak Capital Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 810 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2022, an estimated $42K.
  • Charter Oak Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and held it in 2 quarters.
  • Charter Oak Capital Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $54K in Q1 2022.
  • 675 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.