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Koesten Hirschmann & Crabtree’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Koesten Hirschmann & Crabtree’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
Q2 		– Sell
-67
Closed -$3.71K – 240
2023
Q1 		$3.71K Buy
+67
New +$3.55K ﹤0.01% 143

Other funds holding SPYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Koesten Hirschmann & Crabtree's SPYG Position: Q2 2023 in Review

Koesten Hirschmann & Crabtree sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2023, closing a stake of 67 shares — an estimated $3.71K sold.

Koesten Hirschmann & Crabtree first reported a position in SPYG in Q1 2023 and held it in 1 quarter. The position peaked at $3.71K in Q1 2023. 799 funds tracked by Wall St. Rank hold SPYG as of Q2 2023.

  • Koesten Hirschmann & Crabtree reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 67 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2023, an estimated $3.71K.
  • Koesten Hirschmann & Crabtree first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.71K in Q1 2023.
  • 799 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2023, filed 26 Jul 2023.