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SPYG icon

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

FundX Investment 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
2021
Q4 		$626K Sell
8,636
-4,630
-35% -$323K 0.15% 36
2021
Q3 		$849K Buy
+13,266
New +$876K 0.4% 26

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

FundX Investment Group's SPYG Position: Q4 2021 in Review

FundX Investment Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 35% in Q4 2021, selling an estimated $323K and leaving 8,636 shares worth $626K. The position accounts for 0.15% of the portfolio, ranked #36.

FundX Investment Group first reported a position in SPYG in Q3 2021 and has held it in 2 quarters since. The position peaked at $849K in Q3 2021. 722 funds tracked by Wall St. Rank hold SPYG as of Q4 2021.

  • FundX Investment Group held 8,636 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $626K as of Q4 2021.
  • FundX Investment Group sold 4,630 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2021, an estimated $323K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.15% of FundX Investment Group's portfolio in Q4 2021, its #36 holding.
  • FundX Investment Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2021 and has held it in 2 quarters since.
  • FundX Investment Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $849K in Q3 2021.
  • 722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.