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

Personal Wealth Partners’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 Q2	–	Sell	-83,837	Closed	-$5.55M	–	57
2022 Q1	$5.55M	Buy	83,837 +28,942	+53%	+$1.88M	2.42%	12
2021 Q4	$3.98M	Buy	54,895 +16,868	+44%	+$1.18M	1.64%	16
2021 Q3	$2.43M	Buy	38,027 +2,655	+8%	+$175K	1.03%	22
2021 Q2	$2.23M	Buy	35,372 +9,209	+35%	+$552K	0.9%	22
2021 Q1	$1.48M	Buy	26,163 +11,182	+75%	+$626K	0.67%	24
2020 Q4	$828K	Buy	14,981 +8,228	+122%	+$432K	0.39%	28
2020 Q3	$338K	Buy	+6,753	New	+$331K	0.18%	51

Other funds holding SPYG

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

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

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

HWM

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

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

Personal Wealth Partners's SPYG Position: Q2 2022 in Review

Personal Wealth Partners sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2022, closing a stake of 83,837 shares — an estimated $5.55M sold.

Personal Wealth Partners first reported a position in SPYG in Q3 2020 and held it in 7 quarters. The position peaked at $5.55M in Q1 2022. 678 funds tracked by Wall St. Rank hold SPYG as of Q2 2022.

Personal Wealth Partners reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 83,837 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2022, an estimated $5.55M.
Personal Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2020 and held it in 7 quarters.
Personal Wealth Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $5.55M in Q1 2022.
678 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.