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

Horan Securities’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
2023 Q3	–	Sell	-148	Closed	-$9.01K	–	584
2023 Q2	$9.01K	Sell	148 -935	-86%	-$53.6K	﹤0.01%	409
2023 Q1	$59.9K	Hold	1,083	–	–	0.03%	196
2022 Q4	$54.9K	Buy	1,083 +936	+637%	+$48.7K	0.03%	196
2022 Q3	$7K	Hold	147	–	–	﹤0.01%	385
2022 Q2	$8K	Hold	147	–	–	﹤0.01%	362
2022 Q1	$10K	Hold	147	–	–	0.01%	330
2021 Q4	$11K	Buy	+147	New	+$10.3K	0.01%	319
2021 Q2	$9K	Buy	147 +1	+0.7%	+$60	0.01%	320
2021 Q1	$8K	Hold	146	–	–	0.01%	295
2020 Q4	$8K	Hold	146	–	–	0.01%	282
2020 Q3	$7K	Buy	146 +1	+0.7%	+$49	0.01%	239
2020 Q2	$7K	Buy	+145	New	+$6.02K	0.01%	219

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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

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

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

Horan Securities's SPYG Position: Q3 2023 in Review

Horan Securities sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2023, closing a stake of 148 shares — an estimated $9.01K sold.

Horan Securities first reported a position in SPYG in Q2 2020 and held it in 12 quarters. The position peaked at $59.9K in Q1 2023. 823 funds tracked by Wall St. Rank hold SPYG as of Q3 2023.

Horan Securities reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 148 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2023, an estimated $9.01K.
Horan Securities first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and held it in 12 quarters.
Horan Securities's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $59.9K in Q1 2023.
823 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.