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

Fullen 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	$2.44M	Buy	43,403 +140	+0.3%	+$7.41K	1.31%	18
2022 Q4	$2.31M	Sell	43,263 -467	-1%	-$24.3K	1.31%	19
2022 Q3	$2.29M	Buy	43,730 +230	+0.5%	+$12.9K	1.46%	18
2022 Q2	$2.27M	Sell	43,500 -174	-0.4%	-$9.98K	1.47%	17
2022 Q1	$2.89M	Sell	43,674 -913	-2%	-$59.4K	1.69%	17
2021 Q4	$3.23M	Sell	44,587 -593	-1%	-$41.4K	1.8%	17
2021 Q3	$3.2M	Sell	45,180 -1,034	-2%	-$68.3K	1.83%	17
2021 Q2	$2.91M	Sell	46,214 -837	-2%	-$50.2K	1.71%	18
2021 Q1	$2.65M	Buy	47,051 +98	+0.2%	+$5.49K	1.7%	19
2020 Q4	$2.6M	Sell	46,953 -754	-2%	-$39.6K	1.76%	19
2020 Q3	$2.39M	Buy	47,707 +950	+2%	+$46.6K	1.82%	18
2020 Q2	$2.1M	Buy	+46,757	New	+$1.94M	1.74%	19

Other funds holding SPYG

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Fullen Financial Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.32% in Q1 2023, buying an estimated $7.41K and bringing the position to 43,403 shares worth $2.44M. The position accounts for 1.31% of the portfolio, ranked #18.

Fullen Financial Group first reported a position in SPYG in Q2 2020 and has held it in 12 quarters since. The position peaked at $3.23M in Q4 2021. 759 funds tracked by Wall St. Rank hold SPYG as of Q1 2023.

Fullen Financial Group held 43,403 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.44M as of Q1 2023.
Fullen Financial Group bought 140 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2023, an estimated $7.41K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.31% of Fullen Financial Group's portfolio in Q1 2023, its #18 holding.
Fullen Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and has held it in 12 quarters since.
Fullen Financial Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.23M in Q4 2021.
759 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.