Investors Financial Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Investors Financial Group’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
2022 Q1	–	Sell	-15,972	Closed	-$1.16M	–	159
2021 Q4	$1.16M	Buy	15,972 +462	+3%	+$32.3K	0.54%	52
2021 Q3	$993K	Hold	15,510	–	–	0.53%	54
2021 Q2	$977K	Sell	15,510 -1,894	-11%	-$114K	0.52%	53
2021 Q1	$982K	Sell	17,404 -11,506	-40%	-$645K	0.57%	48
2020 Q4	$1.6M	Sell	28,910 -1,909	-6%	-$100K	1.06%	20
2020 Q3	$1.54M	Buy	30,819 +60	+0.2%	+$2.94K	1.15%	20
2020 Q2	$1.38M	Buy	30,759 +262	+0.9%	+$10.9K	1.14%	21
2020 Q1	$1.09M	Buy	30,497 +4,638	+18%	+$190K	1.1%	26
2019 Q4	$1.08M	Buy	+25,859	New	+$1.04M	0.88%	31

Other funds holding SPYG

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Investors Financial Group's SPYG Position: Q1 2022 in Review

Investors Financial Group sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2022, closing a stake of 15,972 shares — an estimated $1.16M sold.

Investors Financial Group first reported a position in SPYG in Q4 2019 and held it in 9 quarters. The position peaked at $1.6M in Q4 2020. 713 funds tracked by Wall St. Rank hold SPYG as of Q1 2022.

Investors Financial Group reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 15,972 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2022, an estimated $1.16M.
Investors Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and held it in 9 quarters.
Investors Financial Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.6M in Q4 2020.
713 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.