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

Formidable Asset 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
2024 Q2	–	Sell	-3,031	Closed	-$222K	–	430
2024 Q1	$222K	Buy	+3,031	New	+$211K	0.04%	317
2023 Q2	–	Sell	-5,544	Closed	-$307K	–	322
2023 Q1	$307K	Hold	5,544	–	–	0.06%	223
2022 Q4	$281K	Hold	5,544	–	–	0.06%	237
2022 Q3	$290K	Hold	5,544	–	–	0.07%	220
2022 Q2	$310K	Hold	5,544	–	–	0.07%	230
2022 Q1	$367K	Hold	5,544	–	–	0.07%	232
2021 Q4	$402K	Buy	+5,544	New	+$387K	0.08%	214

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Formidable Asset Management's SPYG Position: Q2 2024 in Review

Formidable Asset Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2024, closing a stake of 3,031 shares — an estimated $222K sold.

Formidable Asset Management first reported a position in SPYG in Q4 2021 and held it in 7 quarters. The position peaked at $402K in Q4 2021. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q2 2024.

Formidable Asset Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2024 after selling out during the quarter.
Formidable Asset Management sold 3,031 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2024, an estimated $222K.
Formidable Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and held it in 7 quarters.
Formidable Asset Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $402K in Q4 2021.
1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2024.

Based on Formidable Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.