Harrison & Co Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Harrison & Co Wealth Management’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 Q4	$518K	Buy	10,220 +1,927	+23%	+$100K	0.5%	70
2022 Q3	$415K	Sell	8,293 -117	-1%	-$6.58K	0.44%	70
2022 Q2	$440K	Buy	8,410 +578	+7%	+$33.1K	0.42%	70
2022 Q1	$519K	Buy	7,832 +520	+7%	+$33.8K	0.45%	71
2021 Q4	$530K	Buy	+7,312	New	+$510K	0.45%	70

Other funds holding SPYG

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Harrison & Co Wealth Management's SPYG Position: Q4 2022 in Review

Harrison & Co Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 23% in Q4 2022, buying an estimated $100K and bringing the position to 10,220 shares worth $518K. The position accounts for 0.5% of the portfolio, ranked #70.

Harrison & Co Wealth Management first reported a position in SPYG in Q4 2021 and has held it in 5 quarters since. The position peaked at $530K in Q4 2021. 756 funds tracked by Wall St. Rank hold SPYG as of Q4 2022.

Harrison & Co Wealth Management held 10,220 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $518K as of Q4 2022.
Harrison & Co Wealth Management bought 1,927 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2022, an estimated $100K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.5% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #70 holding.
Harrison & Co Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 5 quarters since.
Harrison & Co Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $530K in Q4 2021.
756 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.