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SPYG icon

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
LPL Financial San Diego, California $376B 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 $24.6B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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 $1.47T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return