FAG
SPYG icon

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

Fortitude Advisory 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
2022
Q2 		– Sell
-2,686
Closed -$178K – 1134
2022
Q1 		$178K Sell
2,686
-132
-5% -$8.59K 0.09% 220
2021
Q4 		$204K Buy
+2,818
New +$197K 0.1% 195

Other funds holding SPYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fortitude Advisory Group's SPYG Position: Q2 2022 in Review

Fortitude Advisory Group sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2022, closing a stake of 2,686 shares — an estimated $178K sold.

Fortitude Advisory Group first reported a position in SPYG in Q4 2021 and held it in 2 quarters. The position peaked at $204K in Q4 2021. 678 funds tracked by Wall St. Rank hold SPYG as of Q2 2022.

  • Fortitude Advisory Group reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 2,686 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2022, an estimated $178K.
  • Fortitude Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $204K in Q4 2021.
  • 678 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.