FW
SPYG icon

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

FirstPurpose Wealth’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 		$897K Buy
12,371
+118
+1% +$8.21K 0.33% 58
2023
Q4 		$797K Sell
12,253
-7
-0.1% -$432 0.3% 61
2023
Q3 		$727K Buy
12,260
+692
+6% +$42.4K 0.31% 58
2023
Q2 		$706K Buy
11,568
+1,749
+18% +$100K 0.3% 55
2023
Q1 		$544K Buy
9,819
+2,015
+26% +$107K 0.27% 71
2022
Q4 		$395K Buy
7,804
+818
+12% +$42.6K 0.22% 87
2022
Q3 		$350K Buy
6,986
+2,285
+49% +$129K 0.23% 79
2022
Q2 		$246K Buy
+4,701
New +$270K 0.17% 114
2022
Q1 		– Sell
-3,128
Closed -$227K – 158
2021
Q4 		$227K Buy
+3,128
New +$218K 0.14% 121

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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

FirstPurpose Wealth's SPYG Position: Q1 2024 in Review

FirstPurpose Wealth increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.96% in Q1 2024, buying an estimated $8.21K and bringing the position to 12,371 shares worth $897K. The position accounts for 0.33% of the portfolio, ranked #58.

FirstPurpose Wealth first reported a position in SPYG in Q4 2021 and has held it in 9 quarters since. 948 funds tracked by Wall St. Rank hold SPYG as of Q1 2024.

  • FirstPurpose Wealth held 12,371 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $897K as of Q1 2024.
  • FirstPurpose Wealth bought 118 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2024, an estimated $8.21K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.33% of FirstPurpose Wealth's portfolio in Q1 2024, its #58 holding.
  • FirstPurpose Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 9 quarters since.
  • 948 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.