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

Personal Capital 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	$206K	Buy	+4,061	New	+$211K	﹤0.01%	461
2021 Q1	–	Sell	-4,190	Closed	-$232K	–	493
2020 Q4	$232K	Buy	+4,190	New	+$220K	﹤0.01%	422

Other funds holding SPYG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Personal Capital Advisors's SPYG Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2022: 4,061 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #461 among its holdings. This is a return to the name: Personal Capital Advisors previously reported a position in SPYG as recently as Q4 2020.

Personal Capital Advisors first reported a position in SPYG in Q4 2020 and has held it in 2 quarters since. The position peaked at $232K in Q4 2020. 756 funds tracked by Wall St. Rank hold SPYG as of Q4 2022.

Personal Capital Advisors held 4,061 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $206K as of Q4 2022.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Personal Capital Advisors position in Q4 2022.
State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #461 holding.
Personal Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 2 quarters since.
Personal Capital Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $232K in Q4 2020.
756 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.