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SPYG icon

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

LWMG LLC’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
Q3 		$818K Hold
9,864
– – 0.16% 46
2024
Q2 		$790K Hold
9,864
– – 0.17% 40
2024
Q1 		$722K Hold
9,864
– – 0.17% 42
2023
Q4 		$642K Sell
9,864
-202
-2% -$12.5K 0.16% 44
2023
Q3 		$597K Buy
10,066
+202
+2% +$12.4K 0.16% 45
2023
Q2 		$602K Sell
9,864
-18
-0.2% -$1.03K 0.17% 43
2023
Q1 		$547K Buy
9,882
+10
+0.1% +$530 0.17% 43
2022
Q4 		$500K Buy
+9,872
New +$514K 0.18% 59

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
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
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

LWMG LLC's SPYG Position: Q3 2024 in Review

LWMG LLC held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q3 2024 at 9,864 shares worth $818K. The position accounts for 0.16% of the portfolio, ranked #46.

LWMG LLC first reported a position in SPYG in Q4 2022 and has held it in 8 quarters since. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q3 2024.

  • LWMG LLC held 9,864 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $818K as of Q3 2024.
  • LWMG LLC left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q3 2024.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.16% of LWMG LLC's portfolio in Q3 2024, its #46 holding.
  • LWMG LLC first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 8 quarters since.
  • 1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2024.

Based on LWMG LLC's 13F filing for Q3 2024, filed 4 Oct 2024.