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

Paradigm Financial 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	$334K	Hold	4,612	–	–	0.07%	157
2021 Q3	$295K	Hold	4,612	–	–	0.07%	162
2021 Q2	$290K	Hold	4,612	–	–	0.06%	167
2021 Q1	$260K	Hold	4,612	–	–	0.06%	163
2020 Q4	$255K	Hold	4,612	–	–	0.07%	137
2020 Q3	$231K	Hold	4,612	–	–	0.07%	117
2020 Q2	$207K	Buy	+4,612	New	+$192K	0.07%	128

Other funds holding SPYG

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Paradigm Financial Advisors's SPYG Position: Q4 2021 in Review

Paradigm Financial Advisors held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q4 2021 at 4,612 shares worth $334K. The position accounts for 0.07% of the portfolio, ranked #157.

Paradigm Financial Advisors first reported a position in SPYG in Q2 2020 and has held it in 7 quarters since. 722 funds tracked by Wall St. Rank hold SPYG as of Q4 2021.

Paradigm Financial Advisors held 4,612 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $334K as of Q4 2021.
Paradigm Financial Advisors left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q4 2021.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.07% of Paradigm Financial Advisors's portfolio in Q4 2021, its #157 holding.
Paradigm Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and has held it in 7 quarters since.
722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.