HSG
SPYG icon

Helen Stephens Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Helen Stephens Group’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
Q2 		– Sell
-3,498
Closed -$232K – 66
2022
Q1 		$232K Buy
+3,498
New +$228K 0.16% 52

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
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Helen Stephens Group's SPYG Position: Q2 2022 in Review

Helen Stephens Group sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2022, closing a stake of 3,498 shares — an estimated $232K sold.

Helen Stephens Group first reported a position in SPYG in Q1 2022 and held it in 1 quarter. The position peaked at $232K in Q1 2022. 678 funds tracked by Wall St. Rank hold SPYG as of Q2 2022.

  • Helen Stephens Group reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Helen Stephens Group sold 3,498 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2022, an estimated $232K.
  • Helen Stephens Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and held it in 1 quarter.
  • Helen Stephens Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $232K in Q1 2022.
  • 678 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2022.

Based on Helen Stephens Group's 13F filing for Q2 2022, filed 26 Jul 2022.