M&R Capital Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

M&R Capital 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 Q3	$5.31K	Buy	64 +6	+10%	+$480	﹤0.01%	457
2024 Q2	$4.65K	Hold	58	–	–	﹤0.01%	449
2024 Q1	$4.24K	Sell	58 -3,987	-99%	-$278K	﹤0.01%	461
2023 Q4	$263K	Hold	4,045	–	–	0.07%	125
2023 Q3	$240K	Hold	4,045	–	–	0.07%	128
2023 Q2	$247K	Buy	4,045 +580	+17%	+$33.2K	0.06%	125
2023 Q1	$192K	Hold	3,465	–	–	0.05%	143
2022 Q4	$176K	Buy	3,465 +58	+2%	+$3.02K	0.05%	145
2022 Q3	$170K	Buy	+3,407	New	+$192K	0.05%	148
2018 Q1	–	Sell	-1	Closed	–	–	556
2017 Q4	$0	Sell	1 -3	-75%	-$97	﹤0.01%	568
2017 Q3	$0	Hold	4	–	–	﹤0.01%	571
2017 Q2	$0	Buy	+4	New	+$117	﹤0.01%	574

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

M&R Capital Management's SPYG Position: Q3 2024 in Review

M&R Capital Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 10% in Q3 2024, buying an estimated $480 and bringing the position to 64 shares worth $5.31K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

M&R Capital Management first reported a position in SPYG in Q2 2017 and has held it in 12 quarters since. The position peaked at $263K in Q4 2023. 1,021 funds tracked by Wall St. Rank hold SPYG as of Q3 2024.

M&R Capital Management held 64 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.31K as of Q3 2024.
M&R Capital Management bought 6 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2024, an estimated $480.
State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #457 holding.
M&R Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2017 and has held it in 12 quarters since.
M&R Capital Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $263K in Q4 2023.
1,021 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.