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

Epic Trust 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	$3.07M	Sell	38,366 -351	-0.9%	-$26.2K	3.39%	6
2024 Q1	$2.83M	Sell	38,717 -1,628	-4%	-$113K	3.49%	5
2023 Q4	$2.62M	Buy	40,345 +1,699	+4%	+$105K	3.52%	5
2023 Q3	$2.29M	Buy	38,646 +848	+2%	+$51.9K	3.61%	4
2023 Q2	$2.31M	Buy	37,798 +77	+0.2%	+$4.41K	3.27%	5
2023 Q1	$2.09M	Sell	37,721 -142	-0.4%	-$7.52K	2.55%	7
2022 Q4	$1.92M	Sell	37,863 -874	-2%	-$45.5K	2.89%	4
2022 Q3	$1.94M	Sell	38,737 -835	-2%	-$47K	2.69%	7
2022 Q2	$2.07M	Buy	39,572 +1,164	+3%	+$66.7K	3.91%	6
2022 Q1	$2.54M	Sell	38,408 -143	-0.4%	-$9.31K	3.96%	5
2021 Q4	$2.79M	Buy	+38,551	New	+$2.69M	4.06%	6

Other funds holding SPYG

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Epic Trust Investment Advisors's SPYG Position: Q2 2024 in Review

Epic Trust Investment Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.91% in Q2 2024, selling an estimated $26.2K and leaving 38,366 shares worth $3.07M. The position accounts for 3.39% of the portfolio, ranked #6.

Epic Trust Investment Advisors first reported a position in SPYG in Q4 2021 and has held it in 11 quarters since. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q2 2024.

Epic Trust Investment Advisors held 38,366 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.07M as of Q2 2024.
Epic Trust Investment Advisors sold 351 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2024, an estimated $26.2K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 3.39% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #6 holding.
Epic Trust Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 11 quarters since.
1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.