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

GW & Wade’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 Q4	$1.06M	Buy	16,341 +3,400	+26%	+$210K	0.03%	221
2023 Q3	$767K	Hold	12,941	–	–	0.03%	235
2023 Q2	$790K	Hold	12,941	–	–	0.03%	232
2023 Q1	$716K	Buy	12,941 +2,547	+25%	+$135K	0.03%	231
2022 Q4	$527K	Sell	10,394 -120	-1%	-$6.24K	0.02%	248
2022 Q3	$527K	Buy	10,514 +241	+2%	+$13.6K	0.03%	237
2022 Q2	$537K	Hold	10,273	–	–	0.02%	244
2022 Q1	$680K	Buy	10,273 +111	+1%	+$7.22K	0.03%	216
2021 Q4	$736K	Hold	10,162	–	–	0.03%	215
2021 Q3	$651K	Hold	10,162	–	–	0.03%	222
2021 Q2	$640K	Hold	10,162	–	–	0.03%	223
2021 Q1	$573K	Hold	10,162	–	–	0.03%	207
2020 Q4	$562K	Hold	10,162	–	–	0.03%	183
2020 Q3	$509K	Hold	10,162	–	–	0.04%	151
2020 Q2	$456K	Buy	10,162 +2,520	+33%	+$105K	0.04%	158
2020 Q1	$273K	Buy	+7,642	New	+$313K	0.03%	178

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GW & Wade's SPYG Position: Q4 2023 in Review

GW & Wade increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 26% in Q4 2023, buying an estimated $210K and bringing the position to 16,341 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #221.

GW & Wade first reported a position in SPYG in Q1 2020 and has held it in 16 quarters since. 916 funds tracked by Wall St. Rank hold SPYG as of Q4 2023.

GW & Wade held 16,341 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.06M as of Q4 2023.
GW & Wade bought 3,400 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2023, an estimated $210K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of GW & Wade's portfolio in Q4 2023, its #221 holding.
GW & Wade first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and has held it in 16 quarters since.
916 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.