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Dixon Hughes Goodman Wealth Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$15K Hold
234
– – ﹤0.01% 469
2021
Q4 		$17K Buy
+234
New +$16.3K 0.01% 405

Other funds holding SPYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's SPYG Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2022 at 234 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Dixon Hughes Goodman Wealth Advisors first reported a position in SPYG in Q4 2021 and has held it in 2 quarters since. The position peaked at $17K in Q4 2021. 713 funds tracked by Wall St. Rank hold SPYG as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 234 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $15K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2022.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #469 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $17K 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 Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.