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SPYG icon

Resource Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Resource Management’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 		$11.9M Buy
163,817
+9,380
+6% +$655K 1.22% 12
2021
Q3 		$9.89M Buy
154,437
+10,521
+7% +$695K 1.13% 14
2021
Q2 		$9.06M Sell
143,916
-3,977
-3% -$239K 1.04% 13
2021
Q1 		$8.34M Buy
147,893
+13,725
+10% +$769K 1% 14
2020
Q4 		$7.42M Buy
134,168
+19,080
+17% +$1M 1.01% 13
2020
Q3 		$5.77M Buy
115,088
+22,309
+24% +$1.09M 0.94% 15
2020
Q2 		$4.17M Buy
92,779
+77,822
+520% +$3.23M 0.72% 21
2020
Q1 		$535K Buy
+14,957
New +$613K 0.11% 64

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Resource Management's SPYG Position: Q4 2021 in Review

Resource Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.1% in Q4 2021, buying an estimated $655K and bringing the position to 163,817 shares worth $11.9M. The position accounts for 1.22% of the portfolio, ranked #12.

Resource Management first reported a position in SPYG in Q1 2020 and has held it in 8 quarters since. 722 funds tracked by Wall St. Rank hold SPYG as of Q4 2021.

  • Resource Management held 163,817 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $11.9M as of Q4 2021.
  • Resource Management bought 9,380 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2021, an estimated $655K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.22% of Resource Management's portfolio in Q4 2021, its #12 holding.
  • Resource Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and has held it in 8 quarters since.
  • 722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.