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SPYG icon

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

Grimes & Company’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 		– Sell
-40,398
Closed -$2.05M – 317
2022
Q4 		$2.05M Buy
+40,398
New +$2.1M 0.09% 120

Other funds holding SPYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Grimes & Company's SPYG Position: Q1 2023 in Review

Grimes & Company sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2023, closing a stake of 40,398 shares — an estimated $2.05M sold.

Grimes & Company first reported a position in SPYG in Q4 2022 and held it in 1 quarter. The position peaked at $2.05M in Q4 2022. 759 funds tracked by Wall St. Rank hold SPYG as of Q1 2023.

  • Grimes & Company reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Grimes & Company sold 40,398 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2023, an estimated $2.05M.
  • Grimes & Company first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and held it in 1 quarter.
  • Grimes & Company's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.05M in Q4 2022.
  • 759 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2023.

Based on Grimes & Company's 13F filing for Q1 2023, filed 20 Apr 2023.