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

Kingsbury Capital 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
2022
Q3 		$383K Sell
7,642
-287
-4% -$16.1K 0.58% 37
2022
Q2 		$415K Sell
7,929
-9,077
-53% -$520K 0.57% 43
2022
Q1 		$1.13M Buy
+17,006
New +$1.11M 1.24% 16

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kingsbury Capital Investment Advisors's SPYG Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.6% in Q3 2022, selling an estimated $16.1K and leaving 7,642 shares worth $383K. The position accounts for 0.58% of the portfolio, ranked #37.

Kingsbury Capital Investment Advisors first reported a position in SPYG in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.13M in Q1 2022. 675 funds tracked by Wall St. Rank hold SPYG as of Q3 2022.

  • Kingsbury Capital Investment Advisors held 7,642 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $383K as of Q3 2022.
  • Kingsbury Capital Investment Advisors sold 287 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2022, an estimated $16.1K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.58% of Kingsbury Capital Investment Advisors's portfolio in Q3 2022, its #37 holding.
  • Kingsbury Capital Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and has held it in 3 quarters since.
  • Kingsbury Capital Investment Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.13M in Q1 2022.
  • 675 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.