RE Dickinson Investment Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

RE Dickinson Investment 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
2024 Q4	$308K	Buy	3,501 +86	+3%	+$7.43K	0.17%	38
2024 Q3	$283K	Buy	3,415 +1,324	+63%	+$106K	0.16%	40
2024 Q2	$168K	Buy	2,091 +1,124	+116%	+$83.9K	0.1%	51
2024 Q1	$71K	Buy	967 +282	+41%	+$19.6K	0.04%	69
2023 Q4	$45K	Buy	685 +39	+6%	+$2.4K	0.03%	85
2023 Q3	$38K	Buy	646 +67	+12%	+$4.1K	0.03%	94
2023 Q2	$35K	Buy	579 +567	+4,725%	+$32.5K	0.01%	176
2023 Q1	$1K	Buy	+12	New	+$635	﹤0.01%	393
2022 Q1	–	Sell	-31	Closed	-$2K	–	317
2021 Q4	$2K	Buy	+31	New	+$2.16K	﹤0.01%	268

Other funds holding SPYG

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

RE Dickinson Investment Advisors's SPYG Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.5% in Q4 2024, buying an estimated $7.43K and bringing the position to 3,501 shares worth $308K. The position accounts for 0.17% of the portfolio, ranked #38.

RE Dickinson Investment Advisors first reported a position in SPYG in Q4 2021 and has held it in 9 quarters since. 1,140 funds tracked by Wall St. Rank hold SPYG as of Q4 2024.

RE Dickinson Investment Advisors held 3,501 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $308K as of Q4 2024.
RE Dickinson Investment Advisors bought 86 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2024, an estimated $7.43K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.17% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #38 holding.
RE Dickinson Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 9 quarters since.
1,140 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.