FinTrust Capital Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

FinTrust Capital 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 Q3	$262K	Buy	3,153 +260	+9%	+$20.8K	0.04%	269
2024 Q2	$232K	Hold	2,893	–	–	0.04%	268
2024 Q1	$212K	Hold	2,893	–	–	0.04%	279
2023 Q4	$188K	Sell	2,893 -1,543	-35%	-$95.2K	0.04%	281
2023 Q3	$263K	Buy	4,436 +1,000	+29%	+$61.3K	0.06%	226
2023 Q2	$174K	Hold	3,436	–	–	0.04%	276
2023 Q1	$174K	Hold	3,436	–	–	0.04%	272
2022 Q4	$174K	Hold	3,436	–	–	0.04%	273
2022 Q3	$176K	Hold	3,436	–	–	0.05%	282
2022 Q2	$192K	Hold	3,436	–	–	0.05%	271
2022 Q1	$227K	Hold	3,436	–	–	0.05%	263
2021 Q4	$249K	Hold	3,436	–	–	0.06%	253
2021 Q3	$220K	Hold	3,436	–	–	0.06%	259
2021 Q2	$216K	Hold	3,436	–	–	0.06%	267
2021 Q1	$194K	Hold	3,436	–	–	0.06%	267
2020 Q4	$190K	Hold	3,436	–	–	0.06%	252
2020 Q3	$172	Buy	+3,436	New	+$168K	0.03%	262

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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

FinTrust Capital Advisors's SPYG Position: Q3 2024 in Review

FinTrust Capital Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 9% in Q3 2024, buying an estimated $20.8K and bringing the position to 3,153 shares worth $262K. The position accounts for 0.04% of the portfolio, ranked #269.

FinTrust Capital Advisors first reported a position in SPYG in Q3 2020 and has held it in 17 quarters since. The position peaked at $263K in Q3 2023. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q3 2024.

FinTrust Capital Advisors held 3,153 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $262K as of Q3 2024.
FinTrust Capital Advisors bought 260 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2024, an estimated $20.8K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of FinTrust Capital Advisors's portfolio in Q3 2024, its #269 holding.
FinTrust Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2020 and has held it in 17 quarters since.
FinTrust Capital Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $263K in Q3 2023.
1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.