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

Foresight Wealth 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
2022 Q4	$1.02M	Sell	20,121 -174,787	-90%	-$9.09M	14.61%	2
2022 Q3	$9.77M	Sell	194,908 -7,269	-4%	-$409K	2.24%	9
2022 Q2	$10.6M	Sell	202,177 -4,673	-2%	-$268K	2.18%	9
2022 Q1	$13.7M	Sell	206,850 -1,520	-0.7%	-$98.9K	2.54%	8
2021 Q4	$15.1M	Sell	208,370 -5,610	-3%	-$392K	0.19%	7
2021 Q3	$13.7M	Buy	213,980 +12,271	+6%	+$810K	2.75%	7
2021 Q2	$12.7M	Sell	201,709 -1,886	-0.9%	-$113K	2.82%	5
2021 Q1	$11.5M	Sell	203,595 -1,793	-0.9%	-$100K	2.91%	5
2020 Q4	$11.4M	Sell	205,388 -37,452	-15%	-$1.97M	3.01%	6
2020 Q3	$12.2M	Sell	242,840 -3,599	-1%	-$176K	4.07%	6
2020 Q2	$11.1M	Sell	246,439 -65,775	-21%	-$2.73M	5.05%	3
2020 Q1	$11.2M	Buy	312,214 +6,041	+2%	+$247K	7.69%	2
2019 Q4	$12.8M	Buy	306,173 +9,179	+3%	+$368K	7.9%	1
2019 Q3	$11.6M	Sell	296,994 -3,861	-1%	-$151K	8.33%	1
2019 Q2	$11.7M	Buy	300,855 +7,743	+3%	+$294K	8.8%	1
2019 Q1	$10.9M	Buy	293,112 +32,982	+13%	+$1.17M	9.47%	1
2018 Q4	$8.45M	Buy	+260,130	New	+$9.09M	8.98%	1

Other funds holding SPYG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

Foresight Wealth Management's SPYG Position: Q4 2022 in Review

Foresight Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 90% in Q4 2022, selling an estimated $9.09M and leaving 20,121 shares worth $1.02M. The position accounts for 14.61% of the portfolio, ranked #2.

Foresight Wealth Management first reported a position in SPYG in Q4 2018 and has held it in 17 quarters since. The position peaked at $15.1M in Q4 2021. 756 funds tracked by Wall St. Rank hold SPYG as of Q4 2022.

Foresight Wealth Management held 20,121 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.02M as of Q4 2022.
Foresight Wealth Management sold 174,787 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2022, an estimated $9.09M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 14.61% of Foresight Wealth Management's portfolio in Q4 2022, its #2 holding.
Foresight Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2018 and has held it in 17 quarters since.
Foresight Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $15.1M in Q4 2021.
756 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.