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H.L. Ormond & Company’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

H.L. Ormond & 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
2022
Q3 		$509K Sell
10,158
-30
-0.3% -$1.69K 0.82% 61
2022
Q2 		$533K Buy
10,188
+2,704
+36% +$155K 0.86% 58
2022
Q1 		$496K Hold
7,484
– – 0.6% 70
2021
Q4 		$494K Buy
+7,484
New +$522K 0.58% 71

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

H.L. Ormond & Company's SPYG Position: Q3 2022 in Review

H.L. Ormond & Company reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.29% in Q3 2022, selling an estimated $1.69K and leaving 10,158 shares worth $509K. The position accounts for 0.82% of the portfolio, ranked #61.

H.L. Ormond & Company first reported a position in SPYG in Q4 2021 and has held it in 4 quarters since. The position peaked at $533K in Q2 2022. 675 funds tracked by Wall St. Rank hold SPYG as of Q3 2022.

  • H.L. Ormond & Company held 10,158 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $509K as of Q3 2022.
  • H.L. Ormond & Company sold 30 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2022, an estimated $1.69K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.82% of H.L. Ormond & Company's portfolio in Q3 2022, its #61 holding.
  • H.L. Ormond & Company first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 4 quarters since.
  • H.L. Ormond & Company's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $533K in Q2 2022.
  • 675 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.