Investment Management of Virginia’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Investment Management of Virginia’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 Q1	$1.29M	Sell	23,240 -1,520	-6%	-$80.5K	0.24%	114
2022 Q4	$1.25M	Sell	24,760 -811	-3%	-$42.2K	0.25%	109
2022 Q3	$1.28M	Buy	25,571 +5	+0%	+$281	0.28%	99
2022 Q2	$1.34M	Sell	25,566 -3,003	-11%	-$172K	0.28%	100
2022 Q1	$1.89M	Buy	28,569 +814	+3%	+$53K	0.33%	88
2021 Q4	$2.01M	Buy	+27,755	New	+$1.94M	0.32%	88

Other funds holding SPYG

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Investment Management of Virginia's SPYG Position: Q1 2023 in Review

Investment Management of Virginia reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.1% in Q1 2023, selling an estimated $80.5K and leaving 23,240 shares worth $1.29M. The position accounts for 0.24% of the portfolio, ranked #114.

Investment Management of Virginia first reported a position in SPYG in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.01M in Q4 2021. 759 funds tracked by Wall St. Rank hold SPYG as of Q1 2023.

Investment Management of Virginia held 23,240 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.29M as of Q1 2023.
Investment Management of Virginia sold 1,520 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2023, an estimated $80.5K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.24% of Investment Management of Virginia's portfolio in Q1 2023, its #114 holding.
Investment Management of Virginia first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 6 quarters since.
Investment Management of Virginia's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.01M in Q4 2021.
759 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2023.

Based on Investment Management of Virginia's 13F filing for Q1 2023, filed 26 Apr 2023.