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

Pathway 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
2022 Q4	–	Sell	-4,025	Closed	-$202K	–	131
2022 Q3	$202K	Hold	4,025	–	–	0.07%	126
2022 Q2	$210K	Sell	4,025 -1,960	-33%	-$112K	0.09%	126
2022 Q1	$396K	Buy	5,985 +936	+19%	+$60.9K	0.15%	81
2021 Q4	$335K	Buy	+5,049	New	+$352K	0.12%	91

Other funds holding SPYG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

Pathway Financial Advisors's SPYG Position: Q4 2022 in Review

Pathway Financial Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2022, closing a stake of 4,025 shares — an estimated $202K sold.

Pathway Financial Advisors first reported a position in SPYG in Q4 2021 and held it in 4 quarters. The position peaked at $396K in Q1 2022. 756 funds tracked by Wall St. Rank hold SPYG as of Q4 2022.

Pathway Financial Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2022 after selling out during the quarter.
Pathway Financial Advisors sold 4,025 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2022, an estimated $202K.
Pathway Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and held it in 4 quarters.
Pathway Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $396K in Q1 2022.
756 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2022.

Based on Pathway Financial Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.