Comprehensive Financial Consultants Institutional’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022 Q1	–	Sell	-246	Closed	-$15K	–	453
2021 Q4	$15K	Buy	+246	New	+$17.2K	0.01%	314

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Comprehensive Financial Consultants Institutional's SPYG Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2022, closing a stake of 246 shares — an estimated $15K sold.

Comprehensive Financial Consultants Institutional first reported a position in SPYG in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 713 funds tracked by Wall St. Rank hold SPYG as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 246 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2022, an estimated $15K.
Comprehensive Financial Consultants Institutional first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $15K in Q4 2021.
713 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.