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Private Capital Management (Colorado)’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Private Capital Management (Colorado)’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
Q4 		$44.4K Buy
+505
New +$43.6K 0.01% 170
2023
Q2 		– Sell
-68
Closed -$3.77K – 223
2023
Q1 		$3.77K Buy
+68
New +$3.6K ﹤0.01% 215

Other funds holding SPYG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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

Private Capital Management (Colorado)'s SPYG Position: Q4 2024 in Review

Private Capital Management (Colorado) opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2024: 505 shares worth $44.4K. The stake represents 0.01% of the portfolio and ranks #170 among its holdings. This is a return to the name: Private Capital Management (Colorado) previously reported a position in SPYG as recently as Q1 2023.

Private Capital Management (Colorado) first reported a position in SPYG in Q1 2023 and has held it in 2 quarters since. 1,136 funds tracked by Wall St. Rank hold SPYG as of Q4 2024.

  • Private Capital Management (Colorado) held 505 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $44.4K as of Q4 2024.
  • State Street SPDR Portfolio S&P 500 Growth ETF was a new Private Capital Management (Colorado) position in Q4 2024.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #170 holding.
  • Private Capital Management (Colorado) first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2023 and has held it in 2 quarters since.
  • 1,136 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.