Clear Perspectives Financial Planning’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$60.9K	Hold	1,100	–	–	0.03%	65
2022 Q4	$55.7K	Hold	1,100	–	–	0.03%	74
2022 Q3	$55K	Hold	1,100	–	–	0.03%	78
2022 Q2	$58K	Sell	1,100 -68	-6%	-$3.9K	0.02%	79
2022 Q1	$77K	Buy	1,168 +370	+46%	+$24.1K	0.03%	77
2021 Q4	$58K	Buy	798 +130	+19%	+$9.07K	0.02%	96
2021 Q3	$43K	Hold	668	–	–	0.02%	105
2021 Q2	$42K	Sell	668 -42	-6%	-$2.52K	0.02%	105
2021 Q1	$40K	Hold	710	–	–	0.02%	98
2020 Q4	$39K	Buy	+710	New	+$37.3K	0.02%	93

Other funds holding SPYG

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clear Perspectives Financial Planning's SPYG Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2023 at 1,100 shares worth $60.9K. The position accounts for 0.03% of the portfolio, ranked #65.

Clear Perspectives Financial Planning first reported a position in SPYG in Q4 2020 and has held it in 10 quarters since. The position peaked at $77K in Q1 2022. 759 funds tracked by Wall St. Rank hold SPYG as of Q1 2023.

Clear Perspectives Financial Planning held 1,100 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $60.9K as of Q1 2023.
Clear Perspectives Financial Planning left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2023.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #65 holding.
Clear Perspectives Financial Planning first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $77K in Q1 2022.
759 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.