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

Eudaimonia Partners’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
Q3 		– Sell
-5,532
Closed -$289K – 405
2022
Q2 		$289K Buy
+5,532
New +$317K 0.05% 298
2021
Q2 		– Sell
-115
Closed -$6K – 1232
2021
Q1 		$6K Buy
+115
New +$6.44K ﹤0.01% 1298

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
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Eudaimonia Partners's SPYG Position: Q3 2022 in Review

Eudaimonia Partners sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2022, closing a stake of 5,532 shares — an estimated $289K sold.

Eudaimonia Partners first reported a position in SPYG in Q1 2021 and held it in 2 quarters. The position peaked at $289K in Q2 2022. 675 funds tracked by Wall St. Rank hold SPYG as of Q3 2022.

  • Eudaimonia Partners reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Eudaimonia Partners sold 5,532 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2022, an estimated $289K.
  • Eudaimonia Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2021 and held it in 2 quarters.
  • Eudaimonia Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $289K in Q2 2022.
  • 675 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2022.

Based on Eudaimonia Partners's 13F filing for Q3 2022, filed 4 Nov 2022.