MHS
SPYG icon

M Holdings Securities’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

M Holdings Securities’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 		– Sell
-6,489
Closed -$520K – 270
2024
Q2 		$520K Buy
+6,489
New +$485K 0.07% 157
2022
Q2 		– Sell
-5,057
Closed -$335K – 508
2022
Q1 		$335K Buy
+5,057
New +$329K 0.03% 371
2019
Q3 		– Sell
-14,763
Closed -$572K – 171
2019
Q2 		$572K Buy
14,763
+248
+2% +$9.42K 0.19% 125
2019
Q1 		$540K Buy
14,515
+926
+7% +$32.7K 0.12% 194
2018
Q4 		$442K Buy
13,589
+1,309
+11% +$45.7K 0.14% 190
2018
Q3 		$470K Buy
12,280
+1,016
+9% +$37.7K 0.12% 203
2018
Q2 		$396K Buy
11,264
+402
+4% +$13.9K 0.11% 222
2018
Q1 		$364K Buy
10,862
+121
+1% +$4.17K 0.11% 226
2017
Q4 		$354K Buy
10,741
+461
+4% +$14.9K 0.11% 230
2017
Q3 		$318K Buy
+10,280
New +$313K 0.1% 234

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

M Holdings Securities's SPYG Position: Q3 2024 in Review

M Holdings Securities sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2024, closing a stake of 6,489 shares — an estimated $520K sold.

M Holdings Securities first reported a position in SPYG in Q3 2017 and held it in 10 quarters. The position peaked at $572K in Q2 2019. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q3 2024.

  • M Holdings Securities reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • M Holdings Securities sold 6,489 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2024, an estimated $520K.
  • M Holdings Securities first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2017 and held it in 10 quarters.
  • M Holdings Securities's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $572K in Q2 2019.
  • 1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.