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

Clear Perspective 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
2021 Q4	$422K	Buy	5,824 +65	+1%	+$4.54K	0.13%	112
2021 Q3	$369K	Sell	5,759 -56	-1%	-$3.7K	0.13%	110
2021 Q2	$366K	Buy	5,815 +528	+10%	+$31.7K	0.13%	117
2021 Q1	$298K	Buy	5,287 +162	+3%	+$9.08K	0.12%	121
2020 Q4	$283K	Buy	5,125 +160	+3%	+$8.41K	0.12%	119
2020 Q3	$373	Buy	+4,965	New	+$243K	0.18%	96
2020 Q1	–	Sell	-13,914	Closed	-$583K	–	129
2019 Q4	$583K	Sell	13,914 -12,929	-48%	-$518K	0.36%	65
2019 Q3	$1.04M	Buy	26,843 +13,104	+95%	+$512K	0.47%	48
2019 Q2	$532K	Sell	13,739 -238	-2%	-$9.04K	0.34%	72
2019 Q1	$520K	Sell	13,977 -5,241	-27%	-$185K	0.37%	73
2018 Q4	$625K	Buy	19,218 +3,968	+26%	+$139K	0.52%	58
2018 Q3	$583K	Buy	15,250 +14,944	+4,884%	+$555K	0.43%	74
2018 Q2	$11K	Buy	306 +278	+993%	+$9.65K	0.01%	360
2018 Q1	$1K	Buy	+28	New	+$965	﹤0.01%	482

Other funds holding SPYG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Clear Perspective Advisors's SPYG Position: Q4 2021 in Review

Clear Perspective Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.1% in Q4 2021, buying an estimated $4.54K and bringing the position to 5,824 shares worth $422K. The position accounts for 0.13% of the portfolio, ranked #112.

Clear Perspective Advisors first reported a position in SPYG in Q1 2018 and has held it in 14 quarters since. The position peaked at $1.04M in Q3 2019. 722 funds tracked by Wall St. Rank hold SPYG as of Q4 2021.

Clear Perspective Advisors held 5,824 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $422K as of Q4 2021.
Clear Perspective Advisors bought 65 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2021, an estimated $4.54K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.13% of Clear Perspective Advisors's portfolio in Q4 2021, its #112 holding.
Clear Perspective Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2018 and has held it in 14 quarters since.
Clear Perspective Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.04M in Q3 2019.
722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.