Heritage Wealth Management (Arizona)’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Heritage Wealth Management (Arizona)’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	$57.2K	Buy	1,128 +564	+100%	+$29.3K	0.01%	482
2022 Q3	$28K	Sell	564 -85	-13%	-$4.78K	0.01%	479
2022 Q2	$33.9K	Hold	649	–	–	0.01%	474
2022 Q1	$43K	Buy	+649	New	+$42.2K	0.01%	494
2021 Q3	$51K	Sell	800 -589	-42%	-$38.9K	0.02%	442
2021 Q2	$87K	Sell	1,389 -26	-2%	-$1.56K	0.03%	362
2021 Q1	$80K	Buy	+1,415	New	+$79.3K	0.05%	284

Other funds holding SPYG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

Heritage Wealth Management (Arizona)'s SPYG Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 100% in Q4 2022, buying an estimated $29.3K and bringing the position to 1,128 shares worth $57.2K. The position accounts for 0.01% of the portfolio, ranked #482.

Heritage Wealth Management (Arizona) first reported a position in SPYG in Q1 2021 and has held it in 7 quarters since. The position peaked at $87K in Q2 2021. 756 funds tracked by Wall St. Rank hold SPYG as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,128 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $57.2K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 564 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2022, an estimated $29.3K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #482 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $87K in Q2 2021.
756 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.