SWM
SPYG icon

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

Sanctuary Wealth 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 		$28.3K Hold
322
– – 0.02% 119
2024
Q3 		$26.7K Hold
322
– – 0.02% 132
2024
Q2 		$25.8K Buy
+322
New +$24K 0.02% 117

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

Sanctuary Wealth Management's SPYG Position: Q4 2024 in Review

Sanctuary Wealth Management held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q4 2024 at 322 shares worth $28.3K. The position accounts for 0.02% of the portfolio, ranked #119.

Sanctuary Wealth Management first reported a position in SPYG in Q2 2024 and has held it in 3 quarters since. 1,136 funds tracked by Wall St. Rank hold SPYG as of Q4 2024.

  • Sanctuary Wealth Management held 322 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $28.3K as of Q4 2024.
  • Sanctuary Wealth Management left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q4 2024.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Sanctuary Wealth Management's portfolio in Q4 2024, its #119 holding.
  • Sanctuary Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 3 quarters since.
  • 1,136 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.