Laurel Wealth Advisors (California)’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Laurel Wealth Advisors (California)’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	$3.49M	Buy	68,915 +8,569	+14%	+$446K	0.34%	68
2022 Q3	$3.02M	Buy	60,346 +8,708	+17%	+$490K	0.32%	75
2022 Q2	$2.7M	Sell	51,638 -25,450	-33%	-$1.46M	0.28%	87
2022 Q1	$5.1M	Buy	77,088 +11,023	+17%	+$717K	0.42%	53
2021 Q4	$4.79M	Buy	66,065 +61,257	+1,274%	+$4.28M	0.37%	61
2021 Q3	$308K	Sell	4,808 -36,201	-88%	-$2.39M	0.06%	329
2021 Q2	$2.58M	Buy	41,009 +2,325	+6%	+$139K	0.33%	72
2021 Q1	$2.18M	Sell	38,684 -2,343	-6%	-$131K	0.33%	72
2020 Q4	$2.27M	Buy	41,027 +3,313	+9%	+$174K	0.33%	68
2020 Q3	$1.89M	Sell	37,714 -39,942	-51%	-$1.96M	0.31%	76
2020 Q2	$3.49M	Buy	77,656 +5,504	+8%	+$229K	0.64%	38
2020 Q1	$2.58M	Buy	72,152 +36,732	+104%	+$1.5M	0.59%	40
2019 Q4	$1.49M	Buy	+35,420	New	+$1.42M	0.25%	109

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

Laurel Wealth Advisors (California)'s SPYG Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 14% in Q4 2022, buying an estimated $446K and bringing the position to 68,915 shares worth $3.49M. The position accounts for 0.34% of the portfolio, ranked #68.

Laurel Wealth Advisors (California) first reported a position in SPYG in Q4 2019 and has held it in 13 quarters since. The position peaked at $5.1M in Q1 2022. 756 funds tracked by Wall St. Rank hold SPYG as of Q4 2022.

Laurel Wealth Advisors (California) held 68,915 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.49M as of Q4 2022.
Laurel Wealth Advisors (California) bought 8,569 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2022, an estimated $446K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.34% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #68 holding.
Laurel Wealth Advisors (California) first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 13 quarters since.
Laurel Wealth Advisors (California)'s State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $5.1M in Q1 2022.
756 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.