FAM
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Family Asset Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Family Asset Management’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 		$53.8K Buy
649
+30
+5% +$2.4K 0.03% 135
2024
Q2 		$49.6K Buy
619
+248
+67% +$18.5K 0.03% 140
2024
Q1 		$27.1K Buy
371
+1
+0.3% +$70 0.02% 143
2023
Q4 		$24.1K Buy
+370
New +$22.8K 0.02% 144

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

Family Asset Management's SPYG Position: Q3 2024 in Review

Family Asset Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.8% in Q3 2024, buying an estimated $2.4K and bringing the position to 649 shares worth $53.8K. The position accounts for 0.03% of the portfolio, ranked #135.

Family Asset Management first reported a position in SPYG in Q4 2023 and has held it in 4 quarters since. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q3 2024.

  • Family Asset Management held 649 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $53.8K as of Q3 2024.
  • Family Asset Management bought 30 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2024, an estimated $2.4K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Family Asset Management's portfolio in Q3 2024, its #135 holding.
  • Family Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.