NWM
SPYG icon

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return