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

Clare Market Investments’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 		– Sell
-8,489
Closed -$552K – 155
2023
Q4 		$552K Sell
8,489
-608
-7% -$37.5K 0.19% 70
2023
Q3 		$539K Buy
9,097
+1,548
+21% +$94.8K 0.21% 66
2023
Q2 		$461K Buy
+7,549
New +$432K 0.17% 75

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

Clare Market Investments's SPYG Position: Q1 2024 in Review

Clare Market Investments sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2024, closing a stake of 8,489 shares — an estimated $552K sold.

Clare Market Investments first reported a position in SPYG in Q2 2023 and held it in 3 quarters. The position peaked at $552K in Q4 2023. 948 funds tracked by Wall St. Rank hold SPYG as of Q1 2024.

  • Clare Market Investments reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Clare Market Investments sold 8,489 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2024, an estimated $552K.
  • Clare Market Investments first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and held it in 3 quarters.
  • Clare Market Investments's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $552K in Q4 2023.
  • 948 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2024.

Based on Clare Market Investments's 13F filing for Q1 2024, filed 20 Feb 2025.