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

RGT Wealth 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
2022 Q3	$49.1M	Buy	979,322 +147,058	+18%	+$8.27M	7.82%	5
2022 Q2	$43.5M	Buy	832,264 +36,650	+5%	+$2.1M	7.31%	5
2022 Q1	$52.7M	Buy	795,614 +30,134	+4%	+$1.96M	8.38%	4
2021 Q4	$55.5M	Buy	765,480 +23,540	+3%	+$1.64M	8.46%	4
2021 Q3	$47.5M	Buy	741,940 +49,726	+7%	+$3.28M	9.38%	4
2021 Q2	$43.6M	Buy	692,214 +31,330	+5%	+$1.88M	7.83%	5
2021 Q1	$37.3M	Buy	660,884 +63,090	+11%	+$3.53M	7.28%	5
2020 Q4	$33.1M	Buy	+597,794	New	+$31.4M	6.94%	5

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

RGT Wealth Advisors's SPYG Position: Q3 2022 in Review

RGT Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 18% in Q3 2022, buying an estimated $8.27M and bringing the position to 979,322 shares worth $49.1M. The position accounts for 7.82% of the portfolio, ranked #5.

RGT Wealth Advisors first reported a position in SPYG in Q4 2020 and has held it in 8 quarters since. The position peaked at $55.5M in Q4 2021. 675 funds tracked by Wall St. Rank hold SPYG as of Q3 2022.

RGT Wealth Advisors held 979,322 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $49.1M as of Q3 2022.
RGT Wealth Advisors bought 147,058 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2022, an estimated $8.27M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 7.82% of RGT Wealth Advisors's portfolio in Q3 2022, its #5 holding.
RGT Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 8 quarters since.
RGT Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $55.5M in Q4 2021.
675 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.