Levy Wealth Management Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Levy Wealth Management Group’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 Q2	$11.2M	Sell	140,197 -4,391	-3%	-$328K	2.88%	7
2024 Q1	$9.41M	Hold	144,588	–	–	2.64%	7
2023 Q4	$9.41M	Buy	144,588 +964	+0.7%	+$59.4K	2.64%	7
2023 Q3	$8.51M	Sell	143,624 -1,596	-1%	-$97.8K	2.64%	7
2023 Q2	$8.86M	Sell	145,220 -6,163	-4%	-$353K	2.62%	7
2023 Q1	$8.38M	Buy	151,383 +8,794	+6%	+$466K	2.58%	9
2022 Q4	$7.22M	Buy	142,589 +3,852	+3%	+$200K	2.42%	9
2022 Q3	$6.95M	Sell	138,737 -93,008	-40%	-$5.23M	2.99%	6
2022 Q2	$12.1M	Buy	231,745 +36,717	+19%	+$2.11M	5.54%	5
2022 Q1	$12.9M	Buy	195,028 +55,503	+40%	+$3.61M	5.36%	5
2021 Q4	$10.1M	Buy	139,525 +1,340	+1%	+$93.5K	4.59%	5
2021 Q3	$8.85M	Sell	138,185 -4,730	-3%	-$312K	4.86%	4
2021 Q2	$9M	Buy	142,915 +8,942	+7%	+$536K	5.17%	4
2021 Q1	$7.56M	Buy	133,973 +31,072	+30%	+$1.74M	4.97%	4
2020 Q4	$5.69M	Buy	+102,901	New	+$5.41M	4.03%	6

Other funds holding SPYG

LPL Financial San Diego, California $376B 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

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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