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Northwest Investment Counselors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Northwest Investment Counselors’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 		$170K Buy
+2,050
New +$164K 0.04% 156
2024
Q2 		– Sell
-350
Closed -$25.6K – 452
2024
Q1 		$25.6K Buy
+350
New +$24.4K 0.01% 283
2023
Q4 		– Sell
-350
Closed -$20.7K – 477
2023
Q3 		$20.7K Buy
+350
New +$21.4K 0.01% 305

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 $424B AUM 22.94% 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

Northwest Investment Counselors's SPYG Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2024: 2,050 shares worth $170K. The stake represents 0.04% of the portfolio and ranks #156 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in SPYG as recently as Q1 2024.

Northwest Investment Counselors first reported a position in SPYG in Q3 2023 and has held it in 3 quarters since. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q3 2024.

  • Northwest Investment Counselors held 2,050 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $170K as of Q3 2024.
  • State Street SPDR Portfolio S&P 500 Growth ETF was a new Northwest Investment Counselors position in Q3 2024.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of Northwest Investment Counselors's portfolio in Q3 2024, its #156 holding.
  • Northwest Investment Counselors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2023 and has held it in 3 quarters since.
  • 1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.