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

Column Capital 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
2023 Q3	$291K	Hold	4,914	–	–	0.04%	112
2023 Q2	$300K	Hold	4,914	–	–	0.04%	105
2023 Q1	$272K	Hold	4,914	–	–	0.04%	112
2022 Q4	$249K	Hold	4,914	–	–	0.04%	106
2022 Q3	$246K	Hold	4,914	–	–	0.05%	99
2022 Q2	$257K	Sell	4,914 -144	-3%	-$8.26K	0.05%	95
2022 Q1	$335K	Buy	+5,058	New	+$329K	0.06%	88

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Column Capital Advisors's SPYG Position: Q3 2023 in Review

Column Capital Advisors held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q3 2023 at 4,914 shares worth $291K. The position accounts for 0.04% of the portfolio, ranked #112.

Column Capital Advisors first reported a position in SPYG in Q1 2022 and has held it in 7 quarters since. The position peaked at $335K in Q1 2022. 823 funds tracked by Wall St. Rank hold SPYG as of Q3 2023.

Column Capital Advisors held 4,914 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $291K as of Q3 2023.
Column Capital Advisors left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q3 2023.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of Column Capital Advisors's portfolio in Q3 2023, its #112 holding.
Column Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and has held it in 7 quarters since.
Column Capital Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $335K in Q1 2022.
823 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.