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

Parcion Private Wealth’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
2023
Q2 		– Sell
-57,002
Closed -$3.16M – 188
2023
Q1 		$3.16M Buy
57,002
+7,851
+16% +$416K 0.33% 69
2022
Q4 		$2.49M Buy
49,151
+21,474
+78% +$1.12M 0.27% 72
2022
Q3 		$1.39M Buy
27,677
+3,394
+14% +$191K 0.16% 104
2022
Q2 		$1.36M Buy
24,283
+20,876
+613% +$1.2M 0.13% 114
2022
Q1 		$226K Buy
+3,407
New +$222K 0.02% 184

Other funds holding SPYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Parcion Private Wealth's SPYG Position: Q2 2023 in Review

Parcion Private Wealth sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2023, closing a stake of 57,002 shares — an estimated $3.16M sold.

Parcion Private Wealth first reported a position in SPYG in Q1 2022 and held it in 5 quarters. The position peaked at $3.16M in Q1 2023. 799 funds tracked by Wall St. Rank hold SPYG as of Q2 2023.

  • Parcion Private Wealth reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Parcion Private Wealth sold 57,002 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2023, an estimated $3.16M.
  • Parcion Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and held it in 5 quarters.
  • Parcion Private Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.16M in Q1 2023.
  • 799 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2023.

Based on Parcion Private Wealth's 13F filing for Q2 2023, filed 2 Aug 2023.