Coombe, Bender & Co’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Coombe, Bender & Co’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 Q2	$1.82M	Sell	22,772 -223	-1%	-$16.7K	1.07%	26
2024 Q1	$1.68M	Sell	22,995 -2,411	-9%	-$168K	1.02%	26
2023 Q4	$1.65M	Buy	25,406 +764	+3%	+$47.1K	1.03%	28
2023 Q3	$1.46M	Sell	24,642 -216	-0.9%	-$13.2K	1.1%	29
2023 Q2	$1.52M	Sell	24,858 -2,138	-8%	-$122K	1.11%	28
2023 Q1	$1.49M	Buy	26,996 +452	+2%	+$23.9K	1.17%	31
2022 Q4	$1.34M	Sell	26,544 -2,311	-8%	-$120K	1.23%	26
2022 Q3	$1.45M	Buy	28,855 +465	+2%	+$26.2K	1.28%	28
2022 Q2	$1.48M	Buy	+28,390	New	+$1.63M	1.26%	29

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 22.96% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Coombe, Bender & Co's SPYG Position: Q2 2024 in Review

Coombe, Bender & Co reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.97% in Q2 2024, selling an estimated $16.7K and leaving 22,772 shares worth $1.82M. The position accounts for 1.07% of the portfolio, ranked #26.

Coombe, Bender & Co first reported a position in SPYG in Q2 2022 and has held it in 9 quarters since. 1,022 funds tracked by Wall St. Rank hold SPYG as of Q2 2024.

Coombe, Bender & Co held 22,772 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.82M as of Q2 2024.
Coombe, Bender & Co sold 223 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2024, an estimated $16.7K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.07% of Coombe, Bender & Co's portfolio in Q2 2024, its #26 holding.
Coombe, Bender & Co first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2022 and has held it in 9 quarters since.
1,022 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2024.

Based on Coombe, Bender & Co's 13F filing for Q2 2024, filed 12 Aug 2024.