CAM
SPYG icon

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

Chesapeake Asset 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
2024
Q2 		– Sell
-125
Closed -$9.14K – 363
2024
Q1 		$9.14K Hold
125
– – 0.01% 211
2023
Q4 		$8.13K Buy
125
+25
+25% +$1.54K 0.01% 259
2023
Q3 		$5.93K Hold
100
– – 0.01% 295
2023
Q2 		$6.1K Hold
100
– – 0.01% 291
2023
Q1 		$5.54K Buy
+100
New +$5.29K 0.01% 295

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

Chesapeake Asset Management's SPYG Position: Q2 2024 in Review

Chesapeake Asset Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2024, closing a stake of 125 shares — an estimated $9.14K sold.

Chesapeake Asset Management first reported a position in SPYG in Q1 2023 and held it in 5 quarters. The position peaked at $9.14K in Q1 2024. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q2 2024.

  • Chesapeake Asset Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Chesapeake Asset Management sold 125 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2024, an estimated $9.14K.
  • Chesapeake Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2023 and held it in 5 quarters.
  • Chesapeake Asset Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $9.14K in Q1 2024.
  • 1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2024.

Based on Chesapeake Asset Management's 13F filing for Q2 2024, filed 5 Jan 2026.