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

IPG Investment 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
Q4 		– Sell
-6,482
Closed -$384K – 212
2023
Q3 		$384K Hold
6,482
– – 0.08% 118
2023
Q2 		$395K Buy
6,482
+1
+0% +$57 0.09% 118
2023
Q1 		$359K Sell
6,481
-558
-8% -$29.5K 0.08% 108
2022
Q4 		$357K Sell
7,039
-349
-5% -$18.2K 0.1% 92
2022
Q3 		$370K Sell
7,388
-75
-1% -$4.22K 0.1% 83
2022
Q2 		$390K Buy
7,463
+113
+2% +$6.48K 0.1% 89
2022
Q1 		$487K Buy
7,350
+3,862
+111% +$251K 0.09% 95
2021
Q4 		$253K Buy
3,488
+171
+5% +$11.9K 0.05% 166
2021
Q3 		$212K Sell
3,317
-15
-0.5% -$991 0.07% 110
2021
Q2 		$210K Buy
+3,332
New +$200K 0.06% 128
2020
Q3 		– Sell
-10,933
Closed -$491K – 167
2020
Q2 		$491K Sell
10,933
-59
-0.5% -$2.45K 0.17% 72
2020
Q1 		$393K Buy
10,992
+223
+2% +$9.13K 0.17% 76
2019
Q4 		$451K Buy
10,769
+181
+2% +$7.25K 0.14% 82
2019
Q3 		$412K Buy
10,588
+437
+4% +$17.1K 0.14% 76
2019
Q2 		$393K Buy
10,151
+75
+0.7% +$2.85K 0.14% 87
2019
Q1 		$375K Buy
10,076
+945
+10% +$33.4K 0.13% 97
2018
Q4 		$297K Buy
+9,131
New +$319K 0.11% 104

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IPG Investment Advisors's SPYG Position: Q4 2023 in Review

IPG Investment Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2023, closing a stake of 6,482 shares — an estimated $384K sold.

IPG Investment Advisors first reported a position in SPYG in Q4 2018 and held it in 17 quarters. The position peaked at $491K in Q2 2020. 916 funds tracked by Wall St. Rank hold SPYG as of Q4 2023.

  • IPG Investment Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • IPG Investment Advisors sold 6,482 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2023, an estimated $384K.
  • IPG Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2018 and held it in 17 quarters.
  • IPG Investment Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $491K in Q2 2020.
  • 916 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2023.

Based on IPG Investment Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.