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

Lake Street 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 Q4	–	Sell	-12,809	Closed	-$642K	–	299
2022 Q3	$642K	Sell	12,809 -2,579	-17%	-$145K	0.15%	144
2022 Q2	$804K	Buy	15,388 +12,054	+362%	+$691K	0.17%	132
2022 Q1	$221K	Buy	+3,334	New	+$217K	0.04%	289

Other funds holding SPYG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Lake Street Private Wealth's SPYG Position: Q4 2022 in Review

Lake Street Private Wealth sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2022, closing a stake of 12,809 shares — an estimated $642K sold.

Lake Street Private Wealth first reported a position in SPYG in Q1 2022 and held it in 3 quarters. The position peaked at $804K in Q2 2022. 756 funds tracked by Wall St. Rank hold SPYG as of Q4 2022.

Lake Street Private Wealth reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2022 after selling out during the quarter.
Lake Street Private Wealth sold 12,809 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2022, an estimated $642K.
Lake Street Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and held it in 3 quarters.
Lake Street Private Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $804K in Q2 2022.
756 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2022.

Based on Lake Street Private Wealth's 13F filing for Q4 2022, filed 25 Jan 2023.