Marshall Wace
SPYG icon

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

Marshall Wace’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
Q2 		– Sell
-88,200
Closed -$6.45M – 2935
2024
Q1 		$6.45M Buy
+88,200
New +$6.14M 0.01% 894
2023
Q3 		– Sell
-35,842
Closed -$2.19M – 2656
2023
Q2 		$2.19M Buy
35,842
+10,634
+42% +$609K ﹤0.01% 1359
2023
Q1 		$1.4M Buy
+25,208
New +$1.33M ﹤0.01% 1651
2022
Q1 		– Sell
-23,703
Closed -$1.72M – 3976
2021
Q4 		$1.72M Buy
23,703
+20,130
+563% +$1.41M ﹤0.01% 2141
2021
Q3 		$229K Buy
+3,573
New +$236K ﹤0.01% 2756

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Marshall Wace's SPYG Position: Q2 2024 in Review

Marshall Wace sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2024, closing a stake of 88,200 shares — an estimated $6.45M sold.

Marshall Wace first reported a position in SPYG in Q3 2021 and held it in 5 quarters. The position peaked at $6.45M in Q1 2024. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q2 2024.

  • Marshall Wace reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Marshall Wace sold 88,200 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2024, an estimated $6.45M.
  • Marshall Wace first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2021 and held it in 5 quarters.
  • Marshall Wace's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.45M in Q1 2024.
  • 1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2024.

Based on Marshall Wace's 13F filing for Q2 2024, filed 14 Aug 2024.