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

Janiczek Wealth Management’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 Q2	$21.7K	Hold	271	–	–	﹤0.01%	543
2024 Q1	$19.8K	Buy	271 +50	+23%	+$3.48K	﹤0.01%	570
2023 Q4	$14.4K	Hold	221	–	–	﹤0.01%	603
2023 Q3	$13.1K	Hold	221	–	–	﹤0.01%	588
2023 Q2	$13.5K	Hold	221	–	–	﹤0.01%	515
2023 Q1	$12.4K	Hold	221	–	–	﹤0.01%	529
2022 Q4	$11.5K	Sell	221 -297	-57%	-$15.5K	﹤0.01%	537
2022 Q3	$26K	Hold	518	–	–	0.01%	413
2022 Q2	$31K	Buy	518 +297	+134%	+$17K	0.01%	392
2022 Q1	$15K	Sell	221 -211	-49%	-$13.7K	﹤0.01%	508
2021 Q4	$31K	Buy	432 +101	+31%	+$7.05K	0.01%	411
2021 Q3	$21K	Hold	331	–	–	0.01%	452
2021 Q2	$21K	Hold	331	–	–	0.01%	417
2021 Q1	$19K	Hold	331	–	–	0.01%	411
2020 Q4	$18K	Hold	331	–	–	0.01%	368
2020 Q3	$17K	Hold	331	–	–	0.01%	170
2020 Q2	$15K	Hold	331	–	–	0.01%	129
2020 Q1	$12K	Hold	331	–	–	0.01%	102
2019 Q4	$14K	Hold	331	–	–	0.01%	102
2019 Q3	$13K	Hold	331	–	–	0.01%	107
2019 Q2	$13K	Buy	+331	New	+$12.6K	0.01%	129

Other funds holding SPYG

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Janiczek Wealth Management's SPYG Position: Q2 2024 in Review

Janiczek Wealth Management held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2024 at 271 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Janiczek Wealth Management first reported a position in SPYG in Q2 2019 and has held it in 21 quarters since. The position peaked at $31K in Q2 2022. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q2 2024.

Janiczek Wealth Management held 271 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $21.7K as of Q2 2024.
Janiczek Wealth Management left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2024.
State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #543 holding.
Janiczek Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2019 and has held it in 21 quarters since.
Janiczek Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $31K in Q2 2022.
1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.