O'Dell Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

O'Dell 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 Q1	–	Sell	-277	Closed	-$18K	–	417
2023 Q4	$18K	Buy	+277	New	+$17.1K	﹤0.01%	303
2023 Q3	–	Sell	-275	Closed	-$16.8K	–	420
2023 Q2	$16.8K	Buy	+275	New	+$15.8K	﹤0.01%	298
2022 Q4	–	Sell	-273	Closed	-$14K	–	353
2022 Q3	$14K	Buy	273 +1	+0.4%	+$56	0.01%	263
2022 Q2	$14K	Buy	272 +1	+0.4%	+$57	0.01%	258
2022 Q1	$18K	Hold	271	–	–	0.01%	263
2021 Q4	$20K	Sell	271 -786	-74%	-$54.9K	0.01%	241
2021 Q3	$68K	Buy	+1,057	New	+$69.8K	0.02%	137

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

O'Dell Group's SPYG Position: Q1 2024 in Review

O'Dell Group sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2024, closing a stake of 277 shares — an estimated $18K sold.

O'Dell Group first reported a position in SPYG in Q3 2021 and held it in 7 quarters. The position peaked at $68K in Q3 2021. 948 funds tracked by Wall St. Rank hold SPYG as of Q1 2024.

O'Dell Group reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 277 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2024, an estimated $18K.
O'Dell Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2021 and held it in 7 quarters.
O'Dell Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $68K in Q3 2021.
948 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.