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

NEIRG Wealth Management’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 Q3	–	Sell	-93,409	Closed	-$5.7M	–	112
2023 Q2	$5.7M	Sell	93,409 -42,955	-32%	-$2.46M	1.05%	26
2023 Q1	$7.55M	Sell	136,364 -2,541	-2%	-$135K	1.31%	26
2022 Q4	$7.04M	Sell	138,905 -12,860	-8%	-$669K	1.32%	25
2022 Q3	$7.6M	Buy	151,765 +3,067	+2%	+$173K	1.52%	23
2022 Q2	$7.77M	Buy	148,698 +4,986	+3%	+$286K	1.7%	19
2022 Q1	$9.52M	Buy	143,712 +13,657	+11%	+$889K	1.86%	17
2021 Q4	$9.43M	Buy	+130,055	New	+$9.08M	1.81%	20

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

NEIRG Wealth Management's SPYG Position: Q3 2023 in Review

NEIRG Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2023, closing a stake of 93,409 shares — an estimated $5.7M sold.

NEIRG Wealth Management first reported a position in SPYG in Q4 2021 and held it in 7 quarters. The position peaked at $9.52M in Q1 2022. 823 funds tracked by Wall St. Rank hold SPYG as of Q3 2023.

NEIRG Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 93,409 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2023, an estimated $5.7M.
NEIRG Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and held it in 7 quarters.
NEIRG Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $9.52M in Q1 2022.
823 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.