Fairfield, Bush & Co’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Fairfield, Bush & Co’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 Q1	–	Sell	-566	Closed	-$36.8K	–	428
2023 Q4	$36.8K	Buy	+566	New	+$34.9K	0.02%	212
2023 Q3	–	Sell	-66	Closed	-$4.05K	–	445
2023 Q2	$4.05K	Buy	+66	New	+$3.78K	﹤0.01%	381

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Fairfield, Bush & Co's SPYG Position: Q1 2024 in Review

Fairfield, Bush & Co sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2024, closing a stake of 566 shares — an estimated $36.8K sold.

Fairfield, Bush & Co first reported a position in SPYG in Q2 2023 and held it in 2 quarters. The position peaked at $36.8K in Q4 2023. 948 funds tracked by Wall St. Rank hold SPYG as of Q1 2024.

Fairfield, Bush & Co reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2024 after selling out during the quarter.
Fairfield, Bush & Co sold 566 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2024, an estimated $36.8K.
Fairfield, Bush & Co first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and held it in 2 quarters.
Fairfield, Bush & Co's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $36.8K in Q4 2023.
948 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2024.

Based on Fairfield, Bush & Co's 13F filing for Q1 2024, filed 15 May 2024.