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Connectus Wealth’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Connectus Wealth’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
Q1 		$6.06M Sell
82,896
-3,011
-4% -$210K 0.17% 112
2023
Q4 		$5.59M Sell
85,907
-998
-1% -$61.5K 0.11% 157
2023
Q3 		$5.15M Buy
+86,905
New +$5.32M 0.11% 159

Other funds holding SPYG

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
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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Connectus Wealth's SPYG Position: Q1 2024 in Review

Connectus Wealth reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.5% in Q1 2024, selling an estimated $210K and leaving 82,896 shares worth $6.06M. The position accounts for 0.17% of the portfolio, ranked #112.

Connectus Wealth first reported a position in SPYG in Q3 2023 and has held it in 3 quarters since. 948 funds tracked by Wall St. Rank hold SPYG as of Q1 2024.

  • Connectus Wealth held 82,896 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $6.06M as of Q1 2024.
  • Connectus Wealth sold 3,011 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2024, an estimated $210K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.17% of Connectus Wealth's portfolio in Q1 2024, its #112 holding.
  • Connectus Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2023 and has held it in 3 quarters since.
  • 948 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.