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

Johanson Financial 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
2021 Q4	$209K	Buy	+2,886	New	+$201K	0.06%	128
2020 Q2	–	Sell	-5,959	Closed	-$212K	–	98
2020 Q1	$212K	Sell	5,959 -240,453	-98%	-$9.85M	0.12%	89
2019 Q4	$5.88M	Buy	+246,412	New	+$9.88M	0.28%	57

Other funds holding SPYG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

HWM

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

Johanson Financial Advisors's SPYG Position: Q4 2021 in Review

Johanson Financial Advisors opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2021: 2,886 shares worth $209K. The stake represents 0.06% of the portfolio and ranks #128 among its holdings. This is a return to the name: Johanson Financial Advisors previously reported a position in SPYG as recently as Q1 2020.

Johanson Financial Advisors first reported a position in SPYG in Q4 2019 and has held it in 3 quarters since. The position peaked at $5.88M in Q4 2019. 722 funds tracked by Wall St. Rank hold SPYG as of Q4 2021.

Johanson Financial Advisors held 2,886 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $209K as of Q4 2021.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Johanson Financial Advisors position in Q4 2021.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of Johanson Financial Advisors's portfolio in Q4 2021, its #128 holding.
Johanson Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 3 quarters since.
Johanson Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $5.88M in Q4 2019.
722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.