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

Maia Wealth’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
2023 Q4	$253K	Buy	+3,886	New	+$240K	0.1%	158

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Maia Wealth's SPYG Position: Q4 2023 in Review

Maia Wealth opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2023: 3,886 shares worth $253K. The stake represents 0.1% of the portfolio and ranks #158 among its holdings.

916 funds tracked by Wall St. Rank hold SPYG as of Q4 2023.

Maia Wealth held 3,886 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $253K as of Q4 2023.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Maia Wealth position in Q4 2023.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.1% of Maia Wealth's portfolio in Q4 2023, its #158 holding.
916 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2023.

Based on Maia Wealth's 13F filing for Q4 2023, filed 13 Feb 2024.