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

Kore Private Wealth’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
Q2 		– Sell
-14,800
Closed -$980K – 338
2022
Q1 		$980K Buy
+14,800
New +$963K 0.12% 121

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Kore Private Wealth's SPYG Position: Q2 2022 in Review

Kore Private Wealth sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2022, closing a stake of 14,800 shares — an estimated $980K sold.

Kore Private Wealth first reported a position in SPYG in Q1 2022 and held it in 1 quarter. The position peaked at $980K in Q1 2022. 678 funds tracked by Wall St. Rank hold SPYG as of Q2 2022.

  • Kore Private Wealth reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Kore Private Wealth sold 14,800 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2022, an estimated $980K.
  • Kore Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and held it in 1 quarter.
  • Kore Private Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $980K in Q1 2022.
  • 678 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2022.

Based on Kore Private Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.