PCMC
SPYG icon

Planning Capital Management Corporation’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$7.75M Buy
93,449
+3,565
+4% +$285K 5.14% 1
2024
Q2 		$7.2M Sell
89,884
-352
-0.4% -$26.3K 5.09% 1
2024
Q1 		$6.6M Buy
90,236
+13,246
+17% +$922K 4.82% 1
2023
Q4 		$5.01M Buy
+76,990
New +$4.75M 3.92% 1

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Planning Capital Management Corporation's SPYG Position: Q3 2024 in Review

Planning Capital Management Corporation increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4% in Q3 2024, buying an estimated $285K and bringing the position to 93,449 shares worth $7.75M. The position accounts for 5.14% of the portfolio, ranked #1.

Planning Capital Management Corporation first reported a position in SPYG in Q4 2023 and has held it in 4 quarters since. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q3 2024.

  • Planning Capital Management Corporation held 93,449 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $7.75M as of Q3 2024.
  • Planning Capital Management Corporation bought 3,565 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2024, an estimated $285K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 5.14% of Planning Capital Management Corporation's portfolio in Q3 2024, its #1 holding.
  • Planning Capital Management Corporation first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.