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SPYG icon

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

EdgeRock Capital’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
Q3 		– Sell
-320
Closed -$25.6K – 259
2024
Q2 		$25.6K Buy
+320
New +$23.9K 0.02% 155
2024
Q1 		– Sell
-488
Closed -$33.9K – 273
2023
Q4 		$33.9K Buy
+488
New +$30.1K 0.02% 140
2022
Q4 		– Sell
-1,280
Closed -$64K – 347
2022
Q3 		$64K Buy
+1,280
New +$72K 0.04% 91

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

EdgeRock Capital's SPYG Position: Q3 2024 in Review

EdgeRock Capital sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2024, closing a stake of 320 shares — an estimated $25.6K sold.

EdgeRock Capital first reported a position in SPYG in Q3 2022 and held it in 3 quarters. The position peaked at $64K in Q3 2022. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q3 2024.

  • EdgeRock Capital reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • EdgeRock Capital sold 320 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2024, an estimated $25.6K.
  • EdgeRock Capital first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2022 and held it in 3 quarters.
  • EdgeRock Capital's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $64K in Q3 2022.
  • 1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2024.

Based on EdgeRock Capital's 13F filing for Q3 2024, filed 15 Oct 2024.