CPA
SPYG icon

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

Clear Point 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
2024
Q4 		– Sell
-1,822
Closed -$151K – 474
2024
Q3 		$151K Sell
1,822
-371
-17% -$29.7K 0.12% 121
2024
Q2 		$176K Sell
2,193
-212
-9% -$15.8K 0.14% 109
2024
Q1 		$176K Buy
2,405
+3
+0.1% +$209 0.14% 109
2023
Q4 		$156K Buy
+2,402
New +$148K 0.14% 110

Other funds holding SPYG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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

Clear Point Advisors's SPYG Position: Q4 2024 in Review

Clear Point Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2024, closing a stake of 1,822 shares — an estimated $151K sold.

Clear Point Advisors first reported a position in SPYG in Q4 2023 and held it in 4 quarters. The position peaked at $176K in Q1 2024. 1,136 funds tracked by Wall St. Rank hold SPYG as of Q4 2024.

  • Clear Point Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 1,822 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2024, an estimated $151K.
  • Clear Point Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $176K in Q1 2024.
  • 1,136 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.