Platte River Wealth Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Platte River Wealth 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
2024 Q3	$2.23M	Buy	26,857 +525	+2%	+$42K	0.6%	31
2024 Q2	$2.11M	Buy	26,332 +947	+4%	+$70.7K	0.59%	31
2024 Q1	$1.86M	Buy	25,385 +2,335	+10%	+$163K	0.53%	38
2023 Q4	$1.5M	Hold	23,050	–	–	0.5%	40
2023 Q3	$1.37M	Hold	23,050	–	–	0.5%	38
2023 Q2	$1.41M	Hold	23,050	–	–	0.49%	36
2023 Q1	$1.28M	Sell	23,050 -1,480	-6%	-$78.4K	0.49%	36
2022 Q4	$1.24M	Sell	24,530 -2,450	-9%	-$127K	0.53%	37
2022 Q3	$1.35M	Hold	26,980	–	–	0.6%	33
2022 Q2	$1.41M	Buy	26,980 +23,050	+587%	+$1.32M	0.61%	31
2022 Q1	$260K	Buy	3,930 +400	+11%	+$26K	0.09%	79
2021 Q4	$247K	Hold	3,530	–	–	0.08%	80
2021 Q3	$226K	Hold	3,530	–	–	0.08%	84
2021 Q2	$222K	Hold	3,530	–	–	0.08%	86
2021 Q1	$209K	Hold	3,530	–	–	0.09%	83
2020 Q4	$201K	Buy	+3,530	New	+$186K	0.09%	86

Other funds holding SPYG

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Platte River Wealth Advisors's SPYG Position: Q3 2024 in Review

Platte River Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2% in Q3 2024, buying an estimated $42K and bringing the position to 26,857 shares worth $2.23M. The position accounts for 0.6% of the portfolio, ranked #31.

Platte River Wealth Advisors first reported a position in SPYG in Q4 2020 and has held it in 16 quarters since. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q3 2024.

Platte River Wealth Advisors held 26,857 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.23M as of Q3 2024.
Platte River Wealth Advisors bought 525 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2024, an estimated $42K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.6% of Platte River Wealth Advisors's portfolio in Q3 2024, its #31 holding.
Platte River Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 16 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 Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.