D. Scott Neal’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

D. Scott Neal’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 Q2	–	Sell	-144,779	Closed	-$9.59M	–	68
2022 Q1	$9.59M	Sell	144,779 -21,011	-13%	-$1.37M	3.81%	6
2021 Q4	$12M	Buy	+165,790	New	+$11.6M	4.53%	5
2018 Q4	–	Sell	-45,803	Closed	-$1.75M	–	34
2018 Q3	$1.75M	Buy	+45,803	New	+$1.7M	0.89%	12

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

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

D. Scott Neal's SPYG Position: Q2 2022 in Review

D. Scott Neal sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2022, closing a stake of 144,779 shares — an estimated $9.59M sold.

D. Scott Neal first reported a position in SPYG in Q3 2018 and held it in 3 quarters. The position peaked at $12M in Q4 2021. 678 funds tracked by Wall St. Rank hold SPYG as of Q2 2022.

D. Scott Neal reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
D. Scott Neal sold 144,779 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2022, an estimated $9.59M.
D. Scott Neal first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2018 and held it in 3 quarters.
D. Scott Neal's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $12M in Q4 2021.
678 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2022.

Based on D. Scott Neal's 13F filing for Q2 2022, filed 11 Jul 2022.