Edge Capital Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Edge Capital Group’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 Q4	$2.1M	Buy	23,850 +762	+3%	+$65.8K	0.09%	123
2024 Q3	$1.91M	Buy	23,088 +2	+0%	+$160	0.08%	126
2024 Q2	$1.85M	Buy	23,086 +899	+4%	+$67.1K	0.09%	128
2024 Q1	$1.62M	Buy	22,187 +576	+3%	+$40.1K	0.08%	132
2023 Q4	$1.41M	Hold	21,611	–	–	0.08%	140
2023 Q3	$1.28M	Hold	21,611	–	–	0.08%	138
2023 Q2	$1.32M	Hold	21,611	–	–	0.08%	155
2023 Q1	$1.2M	Hold	21,611	–	–	0.07%	155
2022 Q4	$1.1M	Buy	+21,611	New	+$1.12M	0.08%	134

Other funds holding SPYG

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Edge Capital Group's SPYG Position: Q4 2024 in Review

Edge Capital Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.3% in Q4 2024, buying an estimated $65.8K and bringing the position to 23,850 shares worth $2.1M. The position accounts for 0.09% of the portfolio, ranked #123.

Edge Capital Group first reported a position in SPYG in Q4 2022 and has held it in 9 quarters since. 1,136 funds tracked by Wall St. Rank hold SPYG as of Q4 2024.

Edge Capital Group held 23,850 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.1M as of Q4 2024.
Edge Capital Group bought 762 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2024, an estimated $65.8K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.09% of Edge Capital Group's portfolio in Q4 2024, its #123 holding.
Edge Capital Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 9 quarters since.
1,136 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.