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SPYG icon

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

Gainplan’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
Q4 		– Sell
-2,840
Closed -$228K – 73
2024
Q3 		$228K Hold
2,840
– – 0.11% 46
2024
Q2 		$228K Sell
2,840
-315
-10% -$23.5K 0.11% 45
2024
Q1 		$231K Sell
3,155
-1,057
-25% -$73.6K 0.11% 56
2023
Q4 		$274K Buy
+4,212
New +$260K 0.14% 36
2023
Q3 		– Sell
-4,376
Closed -$267K – 51
2023
Q2 		$267K Sell
4,376
-1,016
-19% -$58.2K 0.15% 36
2023
Q1 		$299K Buy
+5,392
New +$286K 0.19% 27

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Gainplan's SPYG Position: Q4 2024 in Review

Gainplan sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2024, closing a stake of 2,840 shares — an estimated $228K sold.

Gainplan first reported a position in SPYG in Q1 2023 and held it in 6 quarters. The position peaked at $299K in Q1 2023. 1,139 funds tracked by Wall St. Rank hold SPYG as of Q4 2024.

  • Gainplan reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Gainplan sold 2,840 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2024, an estimated $228K.
  • Gainplan first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2023 and held it in 6 quarters.
  • Gainplan's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $299K in Q1 2023.
  • 1,139 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2024.

Based on Gainplan's 13F filing for Q4 2024, filed 14 Jan 2025.