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

Halpern Financial’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 Q3	$71.9K	Buy	878 +63	+8%	+$5.04K	0.02%	81
2024 Q2	$65.3K	Sell	815 -130	-14%	-$9.71K	0.02%	85
2024 Q1	$69K	Sell	945 -4,980	-84%	-$347K	0.02%	82
2023 Q4	$376K	Hold	5,925	–	–	0.12%	41
2023 Q3	$351K	Sell	5,925 -620	-9%	-$38K	0.12%	42
2023 Q2	$399K	Hold	6,545	–	–	0.14%	32
2023 Q1	$362K	Hold	6,545	–	–	0.13%	34
2022 Q4	$332K	Hold	6,545	–	–	0.12%	37
2022 Q3	$328K	Sell	6,545 -1,373	-17%	-$77.3K	0.13%	37
2022 Q2	$414K	Buy	7,918 +1,029	+15%	+$59K	0.16%	33
2022 Q1	$456K	Buy	+6,889	New	+$448K	0.17%	42

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Halpern Financial's SPYG Position: Q3 2024 in Review

Halpern Financial increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 7.7% in Q3 2024, buying an estimated $5.04K and bringing the position to 878 shares worth $71.9K. The position accounts for 0.02% of the portfolio, ranked #81.

Halpern Financial first reported a position in SPYG in Q1 2022 and has held it in 11 quarters since. The position peaked at $456K in Q1 2022. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q3 2024.

Halpern Financial held 878 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $71.9K as of Q3 2024.
Halpern Financial bought 63 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2024, an estimated $5.04K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Halpern Financial's portfolio in Q3 2024, its #81 holding.
Halpern Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and has held it in 11 quarters since.
Halpern Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $456K in Q1 2022.
1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.