Intercontinental Wealth Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Intercontinental Wealth Advisors’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 Q2	$447K	Sell	7,322 -350	-5%	-$20K	0.11%	199
2023 Q1	$425K	Buy	7,672 +11	+0.1%	+$582	0.11%	213
2022 Q4	$388K	Hold	7,661	–	–	0.12%	198
2022 Q3	$384K	Buy	7,661 +1,658	+28%	+$93.3K	0.12%	194
2022 Q2	$314K	Sell	6,003 -607	-9%	-$34.8K	0.09%	221
2022 Q1	$438K	Sell	6,610 -509	-7%	-$33.1K	0.1%	195
2021 Q4	$516K	Buy	7,119 +95	+1%	+$6.63K	0.11%	179
2021 Q3	$450K	Sell	7,024 -85	-1%	-$5.61K	0.1%	184
2021 Q2	$448K	Sell	7,109 -359	-5%	-$21.5K	0.09%	188
2021 Q1	$421K	Buy	7,468 +284	+4%	+$15.9K	0.09%	176
2020 Q4	$397K	Sell	7,184 -6	-0.1%	-$315	0.1%	167
2020 Q3	$360K	Buy	7,190 +478	+7%	+$23.4K	0.11%	144
2020 Q2	$302K	Buy	+6,712	New	+$279K	0.1%	146

Other funds holding SPYG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Intercontinental Wealth Advisors's SPYG Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.6% in Q2 2023, selling an estimated $20K and leaving 7,322 shares worth $447K. The position accounts for 0.11% of the portfolio, ranked #199.

Intercontinental Wealth Advisors first reported a position in SPYG in Q2 2020 and has held it in 13 quarters since. The position peaked at $516K in Q4 2021. 799 funds tracked by Wall St. Rank hold SPYG as of Q2 2023.

Intercontinental Wealth Advisors held 7,322 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $447K as of Q2 2023.
Intercontinental Wealth Advisors sold 350 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2023, an estimated $20K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.11% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #199 holding.
Intercontinental Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and has held it in 13 quarters since.
Intercontinental Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $516K in Q4 2021.
799 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.