LF
SPYG icon

Lee Financial’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-1,336
Closed -$86.9K – 724
2023
Q4 		$86.9K Hold
1,336
– – 0.02% 187
2023
Q3 		$79.2K Sell
1,336
-318
-19% -$19.5K 0.01% 174
2023
Q2 		$101K Buy
1,654
+1
+0.1% +$57 0.02% 162
2023
Q1 		$91.5K Buy
1,653
+1
+0.1% +$53 0.02% 178
2022
Q4 		$83.7K Buy
1,652
+1
+0.1% +$52 0.01% 212
2022
Q3 		$83K Sell
1,651
-56
-3% -$3.15K 0.02% 204
2022
Q2 		$89K Buy
1,707
+1,337
+361% +$76.7K 0.02% 196
2022
Q1 		$24K Buy
370
+13
+4% +$846 ﹤0.01% 314
2021
Q4 		$26K Buy
357
+13
+4% +$908 ﹤0.01% 331
2021
Q3 		$22K Buy
344
+12
+4% +$792 ﹤0.01% 324
2021
Q2 		$21K Buy
+332
New +$19.9K ﹤0.01% 320

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Lee Financial's SPYG Position: Q1 2024 in Review

Lee Financial sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2024, closing a stake of 1,336 shares — an estimated $86.9K sold.

Lee Financial first reported a position in SPYG in Q2 2021 and held it in 11 quarters. The position peaked at $101K in Q2 2023. 948 funds tracked by Wall St. Rank hold SPYG as of Q1 2024.

  • Lee Financial reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 1,336 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2024, an estimated $86.9K.
  • Lee Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2021 and held it in 11 quarters.
  • Lee Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $101K in Q2 2023.
  • 948 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.