LWM
SPYG icon

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

Laidlaw Wealth 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
2022
Q2 		– Sell
-6,731
Closed -$446K – 410
2022
Q1 		$446K Buy
6,731
+349
+5% +$22.7K 0.07% 236
2021
Q4 		$463K Buy
6,382
+556
+10% +$38.8K 0.07% 235
2021
Q3 		$373K Buy
+5,826
New +$385K 0.1% 173

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 $15.5B AUM 18.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Laidlaw Wealth Management's SPYG Position: Q2 2022 in Review

Laidlaw Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2022, closing a stake of 6,731 shares — an estimated $446K sold.

Laidlaw Wealth Management first reported a position in SPYG in Q3 2021 and held it in 3 quarters. The position peaked at $463K in Q4 2021. 678 funds tracked by Wall St. Rank hold SPYG as of Q2 2022.

  • Laidlaw Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Laidlaw Wealth Management sold 6,731 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2022, an estimated $446K.
  • Laidlaw Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2021 and held it in 3 quarters.
  • Laidlaw Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $463K in Q4 2021.
  • 678 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2022.

Based on Laidlaw Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.