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

COWA LLC’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 Q4	–	Sell	-50	Closed	-$3K	–	295
2022 Q3	$3K	Buy	+50	New	+$2.81K	﹤0.01%	334
2021 Q2	–	Sell	-741	Closed	-$45K	–	299
2021 Q1	$45K	Buy	741 +23	+3%	+$1.29K	0.03%	205
2020 Q4	$40K	Buy	+718	New	+$37.7K	0.03%	212

Other funds holding SPYG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

COWA LLC's SPYG Position: Q4 2022 in Review

COWA LLC sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2022, closing a stake of 50 shares — an estimated $3K sold.

COWA LLC first reported a position in SPYG in Q4 2020 and held it in 3 quarters. The position peaked at $45K in Q1 2021. 756 funds tracked by Wall St. Rank hold SPYG as of Q4 2022.

COWA LLC reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2022 after selling out during the quarter.
COWA LLC sold 50 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2022, an estimated $3K.
COWA LLC first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and held it in 3 quarters.
COWA LLC's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $45K in Q1 2021.
756 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2022.

Based on COWA LLC's 13F filing for Q4 2022, filed 27 Jan 2023.