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Dana Investment Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Dana Investment Advisors’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 		– Sell
-4,810
Closed -$352K – 536
2024
Q1 		$352K Sell
4,810
-209
-4% -$14.5K 0.01% 471
2023
Q4 		$327K Sell
5,019
-2,262
-31% -$139K 0.02% 367
2023
Q3 		$432K Sell
7,281
-292
-4% -$17.9K 0.02% 330
2023
Q2 		$462K Sell
7,573
-898
-11% -$51.4K 0.02% 332
2023
Q1 		$469K Buy
+8,471
New +$449K 0.02% 318

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Dana Investment Advisors's SPYG Position: Q2 2024 in Review

Dana Investment Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2024, closing a stake of 4,810 shares — an estimated $352K sold.

Dana Investment Advisors first reported a position in SPYG in Q1 2023 and held it in 5 quarters. The position peaked at $469K in Q1 2023. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q2 2024.

  • Dana Investment Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Dana Investment Advisors sold 4,810 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2024, an estimated $352K.
  • Dana Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2023 and held it in 5 quarters.
  • Dana Investment Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $469K in Q1 2023.
  • 1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2024.

Based on Dana Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.