Householder Group Estate & Retirement Specialist’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Householder Group Estate & Retirement Specialist’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	$2.64M	Sell	29,995 -23,822	-44%	-$2.06M	1.97%	10
2024 Q3	$4.46M	Buy	53,817 +633	+1%	+$50.6K	1.3%	14
2024 Q2	$4.26M	Buy	53,184 +5,532	+12%	+$413K	1.2%	16
2024 Q1	$3.49M	Buy	47,652 +2,806	+6%	+$195K	1.04%	18
2023 Q4	$2.92M	Sell	44,846 -7,510	-14%	-$463K	0.96%	18
2023 Q3	$3.1M	Buy	+52,356	New	+$3.21M	1.12%	13
2023 Q1	$164K	Buy	+2,968	New	+$157K	0.06%	225
2022 Q4	–	Sell	-4,358	Closed	-$218K	–	1032
2022 Q3	$218K	Buy	+4,358	New	+$245K	0.09%	179
2022 Q2	–	Sell	-32,627	Closed	-$2.16M	–	204
2022 Q1	$2.16M	Buy	32,627 +14,379	+79%	+$936K	0.87%	27
2021 Q4	$1.32M	Buy	+18,248	New	+$1.27M	0.49%	55

Other funds holding SPYG

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SPYG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 44% in Q4 2024, selling an estimated $2.06M and leaving 29,995 shares worth $2.64M. The position accounts for 1.97% of the portfolio, ranked #10.

Householder Group Estate & Retirement Specialist first reported a position in SPYG in Q4 2021 and has held it in 10 quarters since. The position peaked at $4.46M in Q3 2024. 1,136 funds tracked by Wall St. Rank hold SPYG as of Q4 2024.

Householder Group Estate & Retirement Specialist held 29,995 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.64M as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 23,822 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2024, an estimated $2.06M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.97% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #10 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 10 quarters since.
Householder Group Estate & Retirement Specialist's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.46M in Q3 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 Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.