Legacy Financial Group (Iowa)
SPYG icon

Legacy Financial Group (Iowa)’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-698
Closed -$41.4K – 444
2023
Q3 		$41.4K Buy
+698
New +$42.8K 0.01% 196

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

Legacy Financial Group (Iowa)'s SPYG Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2023, closing a stake of 698 shares — an estimated $41.4K sold.

Legacy Financial Group (Iowa) first reported a position in SPYG in Q3 2023 and held it in 1 quarter. The position peaked at $41.4K in Q3 2023. 916 funds tracked by Wall St. Rank hold SPYG as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 698 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2023, an estimated $41.4K.
  • Legacy Financial Group (Iowa) first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $41.4K in Q3 2023.
  • 916 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.