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

Private Portfolio 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
2024 Q4	$2.2M	Buy	25,061 +307	+1%	+$26.5K	0.41%	48
2024 Q3	$2.05M	Buy	24,754 +848	+4%	+$67.8K	0.38%	50
2024 Q2	$1.92M	Buy	23,906 +455	+2%	+$34K	1.56%	17
2024 Q1	$1.72M	Buy	23,451 +1,228	+6%	+$85.5K	0.36%	51
2023 Q4	$1.45M	Buy	22,223 +6	+0%	+$370	0.33%	60
2023 Q3	$1.32M	Buy	22,217 +63	+0.3%	+$3.86K	0.34%	60
2023 Q2	$1.35M	Buy	22,154 +413	+2%	+$23.7K	0.35%	60
2023 Q1	$1.2M	Sell	21,741 -8,688	-29%	-$460K	0.33%	63
2022 Q4	$1.54M	Buy	30,429 +54	+0.2%	+$2.81K	0.41%	56
2022 Q3	$1.52M	Buy	30,375 +6,929	+30%	+$390K	0.43%	50
2022 Q2	$1.23M	Buy	23,446 +13	+0.1%	+$745	0.34%	64
2022 Q1	$1.55M	Buy	23,433 +7,408	+46%	+$482K	0.38%	57
2021 Q4	$1.16M	Buy	16,025 +1,329	+9%	+$92.8K	0.3%	74
2021 Q3	$941K	Buy	14,696 +1,783	+14%	+$118K	0.27%	82
2021 Q2	$813K	Buy	12,913 +4,535	+54%	+$272K	0.24%	90
2021 Q1	$473K	Buy	8,378 +1,195	+17%	+$66.9K	0.15%	124
2020 Q4	$397K	Buy	7,183 +2,970	+70%	+$156K	0.14%	138
2020 Q3	$211K	Buy	+4,213	New	+$207K	0.09%	192

Other funds holding SPYG

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Private Portfolio Partners's SPYG Position: Q4 2024 in Review

Private Portfolio Partners increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.2% in Q4 2024, buying an estimated $26.5K and bringing the position to 25,061 shares worth $2.2M. The position accounts for 0.41% of the portfolio, ranked #48.

Private Portfolio Partners first reported a position in SPYG in Q3 2020 and has held it in 18 quarters since. 1,136 funds tracked by Wall St. Rank hold SPYG as of Q4 2024.

Private Portfolio Partners held 25,061 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.2M as of Q4 2024.
Private Portfolio Partners bought 307 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2024, an estimated $26.5K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.41% of Private Portfolio Partners's portfolio in Q4 2024, its #48 holding.
Private Portfolio Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2020 and has held it in 18 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 Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.