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

Presidio Capital Management’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
2023 Q3	–	Sell	-23,395	Closed	-$1.43M	–	44
2023 Q2	$1.43M	Hold	23,395	–	–	1.14%	12
2023 Q1	$1.3M	Sell	23,395 -5,302	-18%	-$281K	1.12%	12
2022 Q4	$1.45M	Buy	+28,697	New	+$1.49M	1.32%	13
2022 Q2	–	Sell	-6,937	Closed	-$459K	–	35
2022 Q1	$459K	Buy	+6,937	New	+$451K	0.4%	18

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Presidio Capital Management's SPYG Position: Q3 2023 in Review

Presidio Capital Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2023, closing a stake of 23,395 shares — an estimated $1.43M sold.

Presidio Capital Management first reported a position in SPYG in Q1 2022 and held it in 4 quarters. The position peaked at $1.45M in Q4 2022. 823 funds tracked by Wall St. Rank hold SPYG as of Q3 2023.

Presidio Capital Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2023 after selling out during the quarter.
Presidio Capital Management sold 23,395 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2023, an estimated $1.43M.
Presidio Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and held it in 4 quarters.
Presidio Capital Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.45M in Q4 2022.
823 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2023.

Based on Presidio Capital Management's 13F filing for Q3 2023, filed 25 Oct 2023.