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

Outlook Wealth Advisors’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
2021
Q4 		– Sell
-45,387
Closed -$2.91M – 226
2021
Q3 		$2.91M Buy
+45,387
New +$3M 0.95% 26

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Outlook Wealth Advisors's SPYG Position: Q4 2021 in Review

Outlook Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2021, closing a stake of 45,387 shares — an estimated $2.91M sold.

Outlook Wealth Advisors first reported a position in SPYG in Q3 2021 and held it in 1 quarter. The position peaked at $2.91M in Q3 2021. 720 funds tracked by Wall St. Rank hold SPYG as of Q4 2021.

  • Outlook Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Outlook Wealth Advisors sold 45,387 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2021, an estimated $2.91M.
  • Outlook Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2021 and held it in 1 quarter.
  • Outlook Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.91M in Q3 2021.
  • 720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2021.

Based on Outlook Wealth Advisors's 13F filing for Q4 2021, filed 21 Jan 2022.