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Macroview Investment Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Macroview Investment 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
Q4 		– Sell
-92
Closed -$7.6K – 484
2024
Q3 		$7.6K Sell
92
-12
-12% -$959 0.01% 326
2024
Q2 		$8.3K Buy
104
+60
+136% +$4.48K 0.01% 259
2024
Q1 		$3.19K Buy
44
+20
+83% +$1.39K ﹤0.01% 465
2023
Q4 		$1.53K Sell
24
-131
-85% -$8.08K ﹤0.01% 541
2023
Q3 		$9.16K Sell
155
-615
-80% -$37.7K 0.01% 291
2023
Q2 		$47K Sell
770
-201
-21% -$11.5K 0.07% 90
2023
Q1 		$53.8K Buy
971
+298
+44% +$15.8K 0.09% 87
2022
Q4 		$34.1K Buy
673
+12
+2% +$624 0.06% 97
2022
Q3 		$33K Sell
661
-492
-43% -$27.7K 0.06% 96
2022
Q2 		$60K Sell
1,153
-344
-23% -$19.7K 0.1% 88
2022
Q1 		$99K Buy
1,497
+368
+33% +$23.9K 0.14% 68
2021
Q4 		$82K Buy
1,129
+458
+68% +$32K 0.1% 73
2021
Q3 		$43K Buy
671
+169
+34% +$11.2K 0.06% 97
2021
Q2 		$32K Sell
502
-98
-16% -$5.88K 0.04% 118
2021
Q1 		$34K Sell
600
-39
-6% -$2.19K 0.05% 107
2020
Q4 		$35K Sell
639
-4
-0.6% -$210 0.05% 100
2020
Q3 		$32K Sell
643
-254
-28% -$12.4K 0.05% 96
2020
Q2 		$40K Buy
897
+14
+2% +$581 0.08% 79
2020
Q1 		$32K Sell
883
-4,054
-82% -$166K 0.07% 84
2019
Q4 		$207K Buy
4,937
+778
+19% +$31.2K 0.43% 32
2019
Q3 		$162K Sell
4,159
-64
-2% -$2.5K 0.35% 35
2019
Q2 		$164K Sell
4,223
-1,982
-32% -$75.3K 0.43% 36
2019
Q1 		$231K Buy
6,205
+267
+4% +$9.44K 0.57% 36
2018
Q4 		$193K Buy
5,938
+5,838
+5,838% +$204K 0.62% 30
2018
Q3 		$4K Hold
100
– – 0.01% 199
2018
Q2 		$4K Hold
100
– – 0.01% 165
2018
Q1 		$3K Buy
+100
New +$3.45K 0.01% 171

Other funds holding SPYG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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

Macroview Investment Management's SPYG Position: Q4 2024 in Review

Macroview Investment Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2024, closing a stake of 92 shares — an estimated $7.6K sold.

Macroview Investment Management first reported a position in SPYG in Q1 2018 and held it in 27 quarters. The position peaked at $231K in Q1 2019. 1,136 funds tracked by Wall St. Rank hold SPYG as of Q4 2024.

  • Macroview Investment Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 92 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2024, an estimated $7.6K.
  • Macroview Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2018 and held it in 27 quarters.
  • Macroview Investment Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $231K in Q1 2019.
  • 1,136 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.