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

Lionsbridge Wealth Management’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 		– Sell
-35,408
Closed -$2.59M – 62
2024
Q1 		$2.59M Buy
+35,408
New +$2.46M 2% 20

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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

Lionsbridge Wealth Management's SPYG Position: Q2 2024 in Review

Lionsbridge Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2024, closing a stake of 35,408 shares — an estimated $2.59M sold.

Lionsbridge Wealth Management first reported a position in SPYG in Q1 2024 and held it in 1 quarter. The position peaked at $2.59M in Q1 2024. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q2 2024.

  • Lionsbridge Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 35,408 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2024, an estimated $2.59M.
  • Lionsbridge Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2024 and held it in 1 quarter.
  • Lionsbridge Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.59M in Q1 2024.
  • 1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2024.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2024, filed 15 Jul 2024.