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

Kennicott Capital 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
2023 Q1	–	Sell	-7,675	Closed	-$389K	–	43
2022 Q4	$389K	Hold	7,675	–	–	0.3%	31
2022 Q3	$385K	Hold	7,675	–	–	0.31%	32
2022 Q2	$401K	Hold	7,675	–	–	0.31%	30
2022 Q1	$508K	Hold	7,675	–	–	0.29%	33
2021 Q4	$556K	Hold	7,675	–	–	0.34%	33
2021 Q3	$491K	Buy	+7,675	New	+$507K	0.36%	37
2021 Q2	–	Sell	-7,757	Closed	-$437K	–	50
2021 Q1	$437K	Buy	+7,757	New	+$435K	0.36%	37

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kennicott Capital Management's SPYG Position: Q1 2023 in Review

Kennicott Capital Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2023, closing a stake of 7,675 shares — an estimated $389K sold.

Kennicott Capital Management first reported a position in SPYG in Q1 2021 and held it in 7 quarters. The position peaked at $556K in Q4 2021. 759 funds tracked by Wall St. Rank hold SPYG as of Q1 2023.

Kennicott Capital Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2023 after selling out during the quarter.
Kennicott Capital Management sold 7,675 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2023, an estimated $389K.
Kennicott Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2021 and held it in 7 quarters.
Kennicott Capital Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $556K in Q4 2021.
759 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2023.

Based on Kennicott Capital Management's 13F filing for Q1 2023, filed 11 May 2023.