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PFA
Professional Financial Advisors’s
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
Stock Holding History
Professional Financial 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
2022
Q4
–
Sell
-343
Closed
-$17K
–
403
2022
Q3
$17K
Buy
343
+1
+0.3%
+$56
0.01%
245
2022
Q2
$18K
Sell
342
-45
-12%
-$2.58K
0.01%
240
2022
Q1
$26K
Hold
387
–
–
0.01%
219
2021
Q4
$28K
Buy
387
+1
+0.3%
+$70
0.01%
223
2021
Q3
$25K
Sell
386
-2
-0.5%
-$132
0.01%
194
2021
Q2
$24K
Hold
388
–
–
0.01%
204
2021
Q1
$22K
Sell
388
-727
-65%
-$40.7K
0.01%
190
2020
Q4
$62K
Buy
1,115
+1
+0.1%
+$53
0.05%
114
2020
Q3
$54K
Buy
+1,114
New
+$54.6K
0.05%
114
2020
Q1
–
Sell
-6,457
Closed
-$271K
–
73
2019
Q4
$271K
Buy
+6,457
New
+$259K
0.26%
71
Other funds holding SPYG
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
FCAS
First Command Advisory Services
Fort Worth, Texas
$14.8B AUM
18.11%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
EH
Equitable Holdings
New York
$15.5B AUM
19.09%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
AF
Allworth Financial
Folsom, California
$24.6B AUM
15.55%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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