NWMG
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National Wealth Management Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

National Wealth Management Group’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
Q3 		– Sell
-2,633
Closed -$211K – 169
2024
Q2 		$211K Buy
+2,633
New +$197K 0.16% 124

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

National Wealth Management Group's SPYG Position: Q3 2024 in Review

National Wealth Management Group sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2024, closing a stake of 2,633 shares — an estimated $211K sold.

National Wealth Management Group first reported a position in SPYG in Q2 2024 and held it in 1 quarter. The position peaked at $211K in Q2 2024. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q3 2024.

  • National Wealth Management Group reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • National Wealth Management Group sold 2,633 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2024, an estimated $211K.
  • National Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and held it in 1 quarter.
  • National Wealth Management Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $211K in Q2 2024.
  • 1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2024.

Based on National Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.