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

Lake Point 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	$0	Hold	1	–	–	﹤0.01%	505
2022 Q1	$0	Hold	1	–	–	﹤0.01%	478
2021 Q4	$0	Hold	1	–	–	﹤0.01%	483
2021 Q3	$0	Hold	1	–	–	﹤0.01%	455
2021 Q2	$0	Buy	+1	New	+$60	﹤0.01%	438
2020 Q1	$0	Hold	1	–	–	﹤0.01%	456
2019 Q4	$0	Buy	+1	New	+$40	﹤0.01%	626

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lake Point Wealth Management's SPYG Position: Q2 2022 in Review

Lake Point Wealth Management held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2022 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Lake Point Wealth Management first reported a position in SPYG in Q4 2019 and has held it in 7 quarters since. 678 funds tracked by Wall St. Rank hold SPYG as of Q2 2022.

Lake Point Wealth Management held 1 share of State Street SPDR Portfolio S&P 500 Growth ETF worth $0 as of Q2 2022.
Lake Point Wealth Management left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2022.
State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #505 holding.
Lake Point Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 7 quarters since.
678 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.