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

Royal Fund 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
2024
Q4 		– Sell
-2,550
Closed -$212K – 354
2024
Q3 		$212K Buy
+2,550
New +$204K 0.01% 300
2020
Q2 		– Sell
-1,756
Closed -$62K – 512
2020
Q1 		$62K Sell
1,756
-109,089
-98% -$4.47M 0.03% 213
2019
Q4 		$4.64M Sell
110,845
-5,185
-4% -$208K 1.18% 34
2019
Q3 		$4.51M Buy
116,030
+15,882
+16% +$621K 1.26% 32
2019
Q2 		$3.88M Sell
100,148
-13,675
-12% -$519K 1.15% 31
2019
Q1 		$4.24M Sell
113,823
-19,339
-15% -$684K 1.35% 29
2018
Q4 		$4.33M Sell
133,162
-10,600
-7% -$370K 1.75% 19
2018
Q3 		$5.5M Buy
143,762
+55,889
+64% +$2.08M 1.71% 23
2018
Q2 		$3.09M Buy
87,873
+46,778
+114% +$1.62M 1.02% 37
2018
Q1 		$1.38M Buy
41,095
+16,664
+68% +$574K 0.5% 51
2017
Q4 		$806K Buy
24,431
+23,279
+2,021% +$752K 0.29% 58
2017
Q3 		$35K Hold
1,152
– – 0.01% 200
2017
Q2 		$34K Hold
1,152
– – 0.01% 183
2017
Q1 		$32K Hold
1,152
– – 0.02% 179
2016
Q4 		$30K Buy
+1,152
New +$30.1K 0.02% 176

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 $377B 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 $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $1.56T AUM 27.86% 1-Year Est. Return

Royal Fund Management's SPYG Position: Q4 2024 in Review

Royal Fund Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2024, closing a stake of 2,550 shares — an estimated $212K sold.

Royal Fund Management first reported a position in SPYG in Q4 2016 and held it in 15 quarters. The position peaked at $5.5M in Q3 2018. 1,136 funds tracked by Wall St. Rank hold SPYG as of Q4 2024.

  • Royal Fund Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Royal Fund Management sold 2,550 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2024, an estimated $212K.
  • Royal Fund Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2016 and held it in 15 quarters.
  • Royal Fund Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $5.5M in Q3 2018.
  • 1,136 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2024.

Based on Royal Fund Management's 13F filing for Q4 2024, filed 16 Jan 2025.