RDIA
SPYG icon

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 		$3.08M 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

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return