CAN
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Claraphi Advisory Network’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Claraphi Advisory Network’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
-4,140
Closed -$216K – 283
2022
Q2 		$216K Buy
4,140
+82
+2% +$4.7K 0.08% 233
2022
Q1 		$269K Sell
4,058
-97
-2% -$6.31K 0.08% 218
2021
Q4 		$301K Sell
4,155
-45
-1% -$3.14K 0.1% 218
2021
Q3 		$269K Buy
+4,200
New +$277K 0.1% 242

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Claraphi Advisory Network's SPYG Position: Q3 2022 in Review

Claraphi Advisory Network sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2022, closing a stake of 4,140 shares — an estimated $216K sold.

Claraphi Advisory Network first reported a position in SPYG in Q3 2021 and held it in 4 quarters. The position peaked at $301K in Q4 2021. 675 funds tracked by Wall St. Rank hold SPYG as of Q3 2022.

  • Claraphi Advisory Network reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Claraphi Advisory Network sold 4,140 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2022, an estimated $216K.
  • Claraphi Advisory Network first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2021 and held it in 4 quarters.
  • Claraphi Advisory Network's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $301K in Q4 2021.
  • 675 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2022.

Based on Claraphi Advisory Network's 13F filing for Q3 2022, filed 15 Nov 2022.