Client 1st Advisory Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Client 1st Advisory Group’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	-3,913	Closed	-$325K	–	136
2024 Q3	$325K	Hold	3,913	–	–	0.13%	91
2024 Q2	$314K	Hold	3,913	–	–	0.14%	83
2024 Q1	$286K	Hold	3,913	–	–	0.13%	88
2023 Q4	$255K	Hold	3,913	–	–	0.12%	89
2023 Q3	$232K	Hold	3,913	–	–	0.12%	94
2023 Q2	$239K	Hold	3,913	–	–	0.13%	90
2023 Q1	$217K	Buy	+3,913	New	+$207K	0.12%	87
2022 Q3	–	Sell	-3,913	Closed	-$205K	–	81
2022 Q2	$205K	Hold	3,913	–	–	0.12%	72
2022 Q1	$259K	Hold	3,913	–	–	0.13%	70
2021 Q4	$284K	Sell	3,913 -37	-0.9%	-$2.58K	0.14%	61
2021 Q3	$253K	Buy	3,950 +37	+0.9%	+$2.44K	0.13%	65
2021 Q2	$246K	Hold	3,913	–	–	0.13%	63
2021 Q1	$221K	Hold	3,913	–	–	0.13%	63
2020 Q4	$214K	Sell	3,913 -1,139	-23%	-$59.9K	0.14%	58
2020 Q3	$266K	Sell	5,052 -2,685	-35%	-$132K	0.19%	45
2020 Q2	$365K	Sell	7,737 -18,878	-71%	-$784K	0.3%	37
2020 Q1	$951K	Sell	26,615 -25,596	-49%	-$1.05M	1%	24
2019 Q4	$2.19M	Buy	+52,211	New	+$2.09M	2.16%	12

Other funds holding SPYG

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

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

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

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

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

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Client 1st Advisory Group's SPYG Position: Q4 2024 in Review

Client 1st Advisory Group sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2024, closing a stake of 3,913 shares — an estimated $325K sold.

Client 1st Advisory Group first reported a position in SPYG in Q4 2019 and held it in 18 quarters. The position peaked at $2.19M in Q4 2019. 1,136 funds tracked by Wall St. Rank hold SPYG as of Q4 2024.

Client 1st Advisory Group reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
Client 1st Advisory Group sold 3,913 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2024, an estimated $325K.
Client 1st Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and held it in 18 quarters.
Client 1st Advisory Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.19M in Q4 2019.
1,136 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2024.

Based on Client 1st Advisory Group's 13F filing for Q4 2024, filed 16 Jan 2025.