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SPYG icon

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

Ergoteles’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
2023
Q3 		– Sell
-53,339
Closed -$3.25M – 733
2023
Q2 		$3.25M Buy
+53,339
New +$3.06M 0.16% 163
2021
Q3 		– Sell
-67,140
Closed -$4.23M – 1638
2021
Q2 		$4.23M Buy
+67,140
New +$4.03M 0.1% 250

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Ergoteles's SPYG Position: Q3 2023 in Review

Ergoteles sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2023, closing a stake of 53,339 shares — an estimated $3.25M sold.

Ergoteles first reported a position in SPYG in Q2 2021 and held it in 2 quarters. The position peaked at $4.23M in Q2 2021. 823 funds tracked by Wall St. Rank hold SPYG as of Q3 2023.

  • Ergoteles reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 53,339 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2023, an estimated $3.25M.
  • Ergoteles first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2021 and held it in 2 quarters.
  • Ergoteles's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.23M in Q2 2021.
  • 823 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.