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Financial Synergies Wealth Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Financial Synergies Wealth Advisors’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
Q2 		– Sell
-16
Closed -$1.17K – 415
2024
Q1 		$1.17K Hold
16
– – ﹤0.01% 387
2023
Q4 		$811 Hold
16
– – ﹤0.01% 350
2023
Q3 		$949 Hold
16
– – ﹤0.01% 382
2023
Q2 		$977 Hold
16
– – ﹤0.01% 377
2023
Q1 		$886 Hold
16
– – ﹤0.01% 387
2022
Q4 		$811 Hold
16
– – ﹤0.01% 350
2022
Q3 		$802 Hold
16
– – ﹤0.01% 326
2022
Q2 		$837 Buy
+16
New +$917 ﹤0.01% 328

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
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Financial Synergies Wealth Advisors's SPYG Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2024, closing a stake of 16 shares — an estimated $1.17K sold.

Financial Synergies Wealth Advisors first reported a position in SPYG in Q2 2022 and held it in 8 quarters. The position peaked at $1.17K in Q1 2024. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 16 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2024, an estimated $1.17K.
  • Financial Synergies Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.17K in Q1 2024.
  • 1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.