FIM
SPYG icon

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

Fernwood Investment 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
Q4 		– Sell
-14,457
Closed -$1.2M – 193
2024
Q3 		$1.2M Sell
14,457
-17,310
-54% -$1.38M 0.39% 64
2024
Q2 		$2.55M Buy
31,767
+987
+3% +$73.7K 0.79% 32
2024
Q1 		$2.25M Buy
30,780
+2,473
+9% +$172K 0.66% 40
2023
Q4 		$1.84M Buy
28,307
+2,018
+8% +$124K 0.61% 41
2023
Q3 		$1.56M Buy
26,289
+1,242
+5% +$76.1K 0.56% 50
2023
Q2 		$1.53M Buy
25,047
+100
+0.4% +$5.73K 0.54% 54
2023
Q1 		$1.38M Sell
24,947
-254
-1% -$13.4K 0.53% 57
2022
Q4 		$1.28M Buy
25,201
+1,079
+4% +$56.1K 0.53% 59
2022
Q3 		$1.21M Sell
24,122
-310
-1% -$17.4K 0.51% 59
2022
Q2 		$1.28M Buy
24,432
+200
+0.8% +$11.5K 0.55% 53
2022
Q1 		$1.6M Buy
24,232
+160
+0.7% +$10.4K 0.56% 53
2021
Q4 		$1.74M Buy
24,072
+525
+2% +$36.6K 0.57% 52
2021
Q3 		$1.51M Buy
23,547
+1,310
+6% +$86.5K 0.52% 56
2021
Q2 		$1.4M Buy
22,237
+1,458
+7% +$87.5K 0.46% 60
2021
Q1 		$1.17M Buy
20,779
+220
+1% +$12.3K 0.43% 68
2020
Q4 		$1.14M Hold
20,559
– – 0.45% 67
2020
Q3 		$1.03M Sell
20,559
-942
-4% -$46.2K 0.49% 63
2020
Q2 		$966K Sell
21,501
-86
-0.4% -$3.57K 0.48% 59
2020
Q1 		$772K Buy
21,587
+4,839
+29% +$198K 0.49% 59
2019
Q4 		$702K Hold
16,748
– – 0.34% 76
2019
Q3 		$651K Hold
16,748
– – 0.32% 83
2019
Q2 		$649K Hold
16,748
– – 0.36% 73
2019
Q1 		$623K Buy
16,748
+5,304
+46% +$188K 0.33% 78
2018
Q4 		$372K Hold
11,444
– – 0.24% 97
2018
Q3 		$438K Buy
11,444
+1,728
+18% +$64.2K 0.23% 105
2018
Q2 		$341K Buy
+9,716
New +$337K 0.18% 117

Other funds holding SPYG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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

Fernwood Investment Management's SPYG Position: Q4 2024 in Review

Fernwood Investment Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2024, closing a stake of 14,457 shares — an estimated $1.2M sold.

Fernwood Investment Management first reported a position in SPYG in Q2 2018 and held it in 26 quarters. The position peaked at $2.55M in Q2 2024. 1,137 funds tracked by Wall St. Rank hold SPYG as of Q4 2024.

  • Fernwood Investment Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 14,457 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2024, an estimated $1.2M.
  • Fernwood Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2018 and held it in 26 quarters.
  • Fernwood Investment Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.55M in Q2 2024.
  • 1,137 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.