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

Forum Financial 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
-3,197
Closed -$234K – 762
2024
Q1 		$234K Sell
3,197
-900
-22% -$62.6K ﹤0.01% 627
2023
Q4 		$267K Sell
4,097
-1,902
-32% -$117K 0.01% 508
2023
Q3 		$356K Sell
5,999
-135
-2% -$8.27K 0.01% 369
2023
Q2 		$374K Sell
6,134
-74
-1% -$4.24K 0.01% 370
2023
Q1 		$344K Buy
6,208
+186
+3% +$9.85K 0.01% 360
2022
Q4 		$305K Sell
6,022
-3,282
-35% -$171K 0.01% 388
2022
Q3 		$466K Buy
9,304
+64
+0.7% +$3.6K 0.02% 231
2022
Q2 		$483K Sell
9,240
-569
-6% -$32.6K 0.02% 241
2022
Q1 		$649K Buy
9,809
+2,331
+31% +$152K 0.03% 197
2021
Q4 		$542K Buy
+7,478
New +$522K 0.03% 226

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

Forum Financial Management's SPYG Position: Q2 2024 in Review

Forum Financial Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2024, closing a stake of 3,197 shares — an estimated $234K sold.

Forum Financial Management first reported a position in SPYG in Q4 2021 and held it in 10 quarters. The position peaked at $649K in Q1 2022. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q2 2024.

  • Forum Financial Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Forum Financial Management sold 3,197 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2024, an estimated $234K.
  • Forum Financial Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and held it in 10 quarters.
  • Forum Financial Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $649K in Q1 2022.
  • 1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2024.

Based on Forum Financial Management's 13F filing for Q2 2024, filed 30 Jul 2024.