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

Retirement Group’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 Q1	$36.6K	Hold	500	–	–	0.01%	274
2023 Q4	$32.5K	Hold	500	–	–	0.01%	271
2023 Q3	$29.6K	Hold	500	–	–	0.01%	271
2023 Q2	$30.5K	Hold	500	–	–	0.01%	264
2023 Q1	$28K	Sell	500 -35	-7%	-$1.85K	0.01%	259
2022 Q4	$27K	Buy	+535	New	+$27.8K	0.01%	235
2022 Q3	–	Sell	-35	Closed	-$2K	–	771
2022 Q2	$2K	Hold	35	–	–	﹤0.01%	640
2022 Q1	$2K	Hold	35	–	–	﹤0.01%	639
2021 Q4	$3K	Hold	35	–	–	﹤0.01%	589
2021 Q3	$2K	Hold	35	–	–	﹤0.01%	531
2021 Q2	$2K	Hold	35	–	–	﹤0.01%	575
2021 Q1	$2K	Buy	+35	New	+$1.96K	﹤0.01%	646

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Retirement Group's SPYG Position: Q1 2024 in Review

Retirement Group held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2024 at 500 shares worth $36.6K. The position accounts for 0.01% of the portfolio, ranked #274.

Retirement Group first reported a position in SPYG in Q1 2021 and has held it in 12 quarters since. 948 funds tracked by Wall St. Rank hold SPYG as of Q1 2024.

Retirement Group held 500 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $36.6K as of Q1 2024.
Retirement Group left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2024.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #274 holding.
Retirement Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2021 and has held it in 12 quarters since.
948 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.