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Romano Brothers & Co’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-1,100
Closed -$55.7K – 882
2022
Q4 		$55.7K Buy
+1,100
New +$57.2K 0.01% 453

Other funds holding SPYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Romano Brothers & Co's SPYG Position: Q1 2023 in Review

Romano Brothers & Co sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2023, closing a stake of 1,100 shares — an estimated $55.7K sold.

Romano Brothers & Co first reported a position in SPYG in Q4 2022 and held it in 1 quarter. The position peaked at $55.7K in Q4 2022. 759 funds tracked by Wall St. Rank hold SPYG as of Q1 2023.

  • Romano Brothers & Co reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 1,100 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2023, an estimated $55.7K.
  • Romano Brothers & Co first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $55.7K in Q4 2022.
  • 759 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.