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

Ranch Capital 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
2021 Q4	–	Sell	-205	Closed	-$13K	–	519
2021 Q3	$13K	Buy	+205	New	+$13.5K	0.01%	437
2021 Q2	–	Sell	-256	Closed	-$15.4K	–	613
2021 Q1	$14K	Sell	256 -149	-37%	-$8.35K	0.01%	564
2020 Q4	$22K	Sell	405 -245	-38%	-$12.9K	0.02%	456
2020 Q3	$32K	Hold	650	–	–	0.03%	357
2020 Q2	$31K	Sell	650 -138	-18%	-$5.73K	0.02%	387
2020 Q1	$28K	Sell	788 -125	-14%	-$5.12K	0.03%	376
2019 Q4	$38K	Buy	+913	New	+$36.6K	0.03%	389

Other funds holding SPYG

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Ranch Capital Advisors's SPYG Position: Q4 2021 in Review

Ranch Capital Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2021, closing a stake of 205 shares — an estimated $13K sold.

Ranch Capital Advisors first reported a position in SPYG in Q4 2019 and held it in 7 quarters. The position peaked at $38K in Q4 2019. 722 funds tracked by Wall St. Rank hold SPYG as of Q4 2021.

Ranch Capital Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 205 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2021, an estimated $13K.
Ranch Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and held it in 7 quarters.
Ranch Capital Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $38K in Q4 2019.
722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.