FFG
SPYG icon

Ford Financial Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Ford Financial Group’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
2023
Q1 		$383K Sell
6,926
-470,759
-99% -$24.9M 16.25% 2
2022
Q4 		$24.2M Buy
477,685
+2,045
+0.4% +$106K 9.56% 2
2022
Q3 		$23.8M Sell
475,640
-40,284
-8% -$2.27M 9.93% 2
2022
Q2 		$27M Buy
515,924
+30,511
+6% +$1.75M 10.97% 2
2022
Q1 		$32.1M Buy
485,413
+40,874
+9% +$2.66M 12.32% 1
2021
Q4 		$32.2K Buy
444,539
+27,063
+6% +$1.89M 6.4% 2
2021
Q3 		$26.7M Sell
417,476
-39,201
-9% -$2.59M 10.29% 2
2021
Q2 		$28.8M Sell
456,677
-172
-0% -$10.3K 10.72% 1
2021
Q1 		$25.8M Buy
456,849
+58,310
+15% +$3.27M 11.08% 2
2020
Q4 		$22M Sell
398,539
-33,243
-8% -$1.75M 10.4% 3
2020
Q3 		$21.6M Sell
431,782
-138,272
-24% -$6.78M 11.78% 3
2020
Q2 		$25.6M Sell
570,054
-8,510
-1% -$353K 14.24% 2
2020
Q1 		$20.7M Buy
578,564
+4,322
+0.8% +$177K 13.8% 2
2019
Q4 		$24.1M Sell
574,242
-7,342
-1% -$294K 13.86% 3
2019
Q3 		$22.6M Buy
581,584
+50,193
+9% +$1.96M 14.43% 3
2019
Q2 		$20.6M Buy
531,391
+13,258
+3% +$504K 13.95% 3
2019
Q1 		$19.3M Buy
518,133
+105,190
+25% +$3.72M 13.82% 3
2018
Q4 		$13.4M Buy
+412,943
New +$14.4M 10.12% 3
2018
Q2 		– Sell
-452,196
Closed -$15.2M – 46
2018
Q1 		$15.2M Buy
452,196
+63,274
+16% +$2.18M 11.84% 3
2017
Q4 		$13.3M Buy
+388,922
New +$12.6M 9.98% 3

Other funds holding SPYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ford Financial Group's SPYG Position: Q1 2023 in Review

Ford Financial Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 99% in Q1 2023, selling an estimated $24.9M and leaving 6,926 shares worth $383K. The position accounts for 16.25% of the portfolio, ranked #2.

Ford Financial Group first reported a position in SPYG in Q4 2017 and has held it in 20 quarters since. The position peaked at $32.1M in Q1 2022. 759 funds tracked by Wall St. Rank hold SPYG as of Q1 2023.

  • Ford Financial Group held 6,926 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $383K as of Q1 2023.
  • Ford Financial Group sold 470,759 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2023, an estimated $24.9M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 16.25% of Ford Financial Group's portfolio in Q1 2023, its #2 holding.
  • Ford Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2017 and has held it in 20 quarters since.
  • Ford Financial Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $32.1M in Q1 2022.
  • 759 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.