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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Professional Financial Advisors's SPYG Position: Q4 2022 in Review

Professional Financial Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2022, closing a stake of 343 shares — an estimated $17K sold.

Professional Financial Advisors first reported a position in SPYG in Q4 2019 and held it in 10 quarters. The position peaked at $271K in Q4 2019. 756 funds tracked by Wall St. Rank hold SPYG as of Q4 2022.

Professional Financial Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 343 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2022, an estimated $17K.
Professional Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and held it in 10 quarters.
Professional Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $271K in Q4 2019.
756 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.