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SPYG icon

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

Momentum 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
2022
Q4 		$2.56M Sell
50,616
-9,724
-16% -$506K 2.6% 8
2022
Q3 		$3.02M Buy
60,340
+131
+0.2% +$7.37K 3.34% 6
2022
Q2 		$3.15M Buy
+60,209
New +$3.45M 3.54% 6

Other funds holding SPYG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

Momentum Advisors's SPYG Position: Q4 2022 in Review

Momentum Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 16% in Q4 2022, selling an estimated $506K and leaving 50,616 shares worth $2.56M. The position accounts for 2.6% of the portfolio, ranked #8.

Momentum Advisors first reported a position in SPYG in Q2 2022 and has held it in 3 quarters since. The position peaked at $3.15M in Q2 2022. 756 funds tracked by Wall St. Rank hold SPYG as of Q4 2022.

  • Momentum Advisors held 50,616 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.56M as of Q4 2022.
  • Momentum Advisors sold 9,724 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2022, an estimated $506K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 2.6% of Momentum Advisors's portfolio in Q4 2022, its #8 holding.
  • Momentum Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2022 and has held it in 3 quarters since.
  • Momentum Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.15M in Q2 2022.
  • 756 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.