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JP Morgan Private Wealth Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

JP Morgan Private Wealth 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
Q3 		$39.8M Buy
671,758
+55,905
+9% +$3.42M 0.11% 186
2023
Q2 		$37.6M Buy
615,853
+23,228
+4% +$1.33M 0.2% 108
2023
Q1 		$32.8M Sell
592,625
-198,972
-25% -$10.5M 0.07% 245
2022
Q4 		$40.1M Buy
791,597
+322,223
+69% +$16.8M 0.09% 204
2022
Q3 		$23.5M Buy
469,374
+21,696
+5% +$1.22M 0.06% 265
2022
Q2 		$23.4M Sell
447,678
-94,136
-17% -$5.4M 0.06% 267
2022
Q1 		$35.9M Buy
541,814
+28,705
+6% +$1.87M 0.08% 239
2021
Q4 		$37.2M Buy
513,109
+39,583
+8% +$2.76M 0.08% 224
2021
Q3 		$30.3M Buy
473,526
+62,819
+15% +$4.15M 0.07% 249
2021
Q2 		$25.9M Buy
410,707
+100,926
+33% +$6.05M 0.07% 265
2021
Q1 		$17.5M Sell
309,781
-5,281
-2% -$296K 0.06% 295
2020
Q4 		$17.4M Buy
315,062
+10,733
+4% +$564K 0.06% 282
2020
Q3 		$15.3M Buy
304,329
+103,635
+52% +$5.08M 0.06% 255
2020
Q2 		$9.02M Buy
200,694
+189,963
+1,770% +$7.89M 0.04% 302
2020
Q1 		$384K Sell
10,731
-1,293
-11% -$53K ﹤0.01% 1037
2019
Q4 		$504K Buy
12,024
+38
+0.3% +$1.52K ﹤0.01% 1049
2019
Q3 		$466K Buy
11,986
+219
+2% +$8.56K ﹤0.01% 1031
2019
Q2 		$456K Buy
11,767
+69
+0.6% +$2.62K ﹤0.01% 1029
2019
Q1 		$435K Buy
11,698
+32
+0.3% +$1.13K ﹤0.01% 1080
2018
Q4 		$379K Buy
11,666
+984
+9% +$34.4K ﹤0.01% 1066
2018
Q3 		$408K Buy
+10,682
New +$397K ﹤0.01% 1157

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SPYG Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 9.1% in Q3 2023, buying an estimated $3.42M and bringing the position to 671,758 shares worth $39.8M. The position accounts for 0.11% of the portfolio, ranked #186.

JP Morgan Private Wealth Advisors first reported a position in SPYG in Q3 2018 and has held it in 21 quarters since. The position peaked at $40.1M in Q4 2022. 823 funds tracked by Wall St. Rank hold SPYG as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 671,758 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $39.8M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 55,905 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2023, an estimated $3.42M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.11% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #186 holding.
  • JP Morgan Private Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2018 and has held it in 21 quarters since.
  • JP Morgan Private Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $40.1M in Q4 2022.
  • 823 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.