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

Newman & Schimel’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	$232K	Buy	4,575 +13	+0.3%	+$676	0.1%	46
2022 Q3	$229K	Buy	4,562 +12	+0.3%	+$675	0.11%	41
2022 Q2	$238K	Buy	4,550 +10	+0.2%	+$573	0.11%	42
2022 Q1	$301K	Buy	4,540 +8	+0.2%	+$521	0.2%	37
2021 Q4	$328K	Sell	4,532 -7,093	-61%	-$495K	0.19%	37
2021 Q3	$744K	Buy	11,625 +7	+0.1%	+$462	0.47%	20
2021 Q2	$732K	Buy	11,618 +366	+3%	+$22K	0.46%	19
2021 Q1	$635K	Buy	11,252 +190	+2%	+$10.6K	0.42%	21
2020 Q4	$612K	Buy	+11,062	New	+$581K	0.51%	20

Other funds holding SPYG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Newman & Schimel's SPYG Position: Q4 2022 in Review

Newman & Schimel increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.28% in Q4 2022, buying an estimated $676 and bringing the position to 4,575 shares worth $232K. The position accounts for 0.1% of the portfolio, ranked #46.

Newman & Schimel first reported a position in SPYG in Q4 2020 and has held it in 9 quarters since. The position peaked at $744K in Q3 2021. 756 funds tracked by Wall St. Rank hold SPYG as of Q4 2022.

Newman & Schimel held 4,575 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $232K as of Q4 2022.
Newman & Schimel bought 13 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2022, an estimated $676.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.1% of Newman & Schimel's portfolio in Q4 2022, its #46 holding.
Newman & Schimel first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 9 quarters since.
Newman & Schimel's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $744K in Q3 2021.
756 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2022.

Based on Newman & Schimel's 13F filing for Q4 2022, filed 23 Jan 2023.