Maryland Capital Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Maryland Capital Advisors’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 Q2	–	Sell	-182	Closed	-$10.1K	–	257
2023 Q1	$10.1K	Hold	182	–	–	0.01%	177
2022 Q4	$9.22K	Hold	182	–	–	0.01%	178
2022 Q3	$9K	Hold	182	–	–	0.01%	170
2022 Q2	$10K	Hold	182	–	–	0.01%	169
2022 Q1	$12K	Hold	182	–	–	0.01%	146
2021 Q4	$13K	Buy	+182	New	+$12.7K	0.01%	138

Other funds holding SPYG

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Maryland Capital Advisors's SPYG Position: Q2 2023 in Review

Maryland Capital Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2023, closing a stake of 182 shares — an estimated $10.1K sold.

Maryland Capital Advisors first reported a position in SPYG in Q4 2021 and held it in 6 quarters. The position peaked at $13K in Q4 2021. 799 funds tracked by Wall St. Rank hold SPYG as of Q2 2023.

Maryland Capital Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2023 after selling out during the quarter.
Maryland Capital Advisors sold 182 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2023, an estimated $10.1K.
Maryland Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and held it in 6 quarters.
Maryland Capital Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $13K in Q4 2021.
799 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2023.

Based on Maryland Capital Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.