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

Leelyn Smith’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 Q1	–	Sell	-500	Closed	-$36K	–	400
2021 Q4	$36K	Buy	+500	New	+$34.9K	0.01%	213
2021 Q2	–	Sell	-4,832	Closed	-$273K	–	385
2021 Q1	$273K	Buy	4,832 +7	+0.1%	+$392	0.08%	110
2020 Q4	$267K	Buy	4,825 +7	+0.1%	+$368	0.09%	106
2020 Q3	$241K	Sell	4,818 -524	-10%	-$25.7K	0.09%	107
2020 Q2	$240K	Buy	5,342 +5,071	+1,871%	+$211K	0.1%	106
2020 Q1	$7K	Sell	271 -8,520	-97%	-$349K	﹤0.01%	268
2019 Q4	$368	Buy	+8,791	New	+$352K	0.18%	88

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Leelyn Smith's SPYG Position: Q1 2022 in Review

Leelyn Smith sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2022, closing a stake of 500 shares — an estimated $36K sold.

Leelyn Smith first reported a position in SPYG in Q4 2019 and held it in 7 quarters. The position peaked at $273K in Q1 2021. 713 funds tracked by Wall St. Rank hold SPYG as of Q1 2022.

Leelyn Smith reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2022 after selling out during the quarter.
Leelyn Smith sold 500 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2022, an estimated $36K.
Leelyn Smith first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and held it in 7 quarters.
Leelyn Smith's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $273K in Q1 2021.
713 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2022.

Based on Leelyn Smith's 13F filing for Q1 2022, filed 11 May 2022.