Destination Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Destination Wealth Management’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 Q1	–	Sell	-2,870	Closed	-$208K	–	209
2021 Q4	$208K	Buy	+2,870	New	+$200K	0.01%	195
2019 Q3	–	Sell	-160	Closed	-$6K	–	448
2019 Q2	$6K	Buy	+160	New	+$6.08K	﹤0.01%	475

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

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

Destination Wealth Management's SPYG Position: Q1 2022 in Review

Destination Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2022, closing a stake of 2,870 shares — an estimated $208K sold.

Destination Wealth Management first reported a position in SPYG in Q2 2019 and held it in 2 quarters. The position peaked at $208K in Q4 2021. 713 funds tracked by Wall St. Rank hold SPYG as of Q1 2022.

Destination Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2022 after selling out during the quarter.
Destination Wealth Management sold 2,870 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2022, an estimated $208K.
Destination Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2019 and held it in 2 quarters.
Destination Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $208K in Q4 2021.
713 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2022.

Based on Destination Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.