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

Heritage Wealth Management (California)’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
Q4 		– Sell
-3,954
Closed -$328K – 130
2024
Q3 		$328K Sell
3,954
-463
-10% -$37K 0.23% 63
2024
Q2 		$354K Hold
4,417
– – 0.26% 58
2024
Q1 		$323K Sell
4,417
-272
-6% -$18.9K 0.24% 61
2023
Q4 		$305K Buy
+4,689
New +$289K 0.24% 60

Other funds holding SPYG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Wealth Management (California)'s SPYG Position: Q4 2024 in Review

Heritage Wealth Management (California) sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2024, closing a stake of 3,954 shares — an estimated $328K sold.

Heritage Wealth Management (California) first reported a position in SPYG in Q4 2023 and held it in 4 quarters. The position peaked at $354K in Q2 2024. 1,136 funds tracked by Wall St. Rank hold SPYG as of Q4 2024.

  • Heritage Wealth Management (California) reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Wealth Management (California) sold 3,954 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2024, an estimated $328K.
  • Heritage Wealth Management (California) first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and held it in 4 quarters.
  • Heritage Wealth Management (California)'s State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $354K in Q2 2024.
  • 1,136 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2024.

Based on Heritage Wealth Management (California)'s 13F filing for Q4 2024, filed 11 Feb 2025.