SFS
SPYG icon

Security Financial Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Security Financial Services’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
Q4 		– Sell
-10,116
Closed -$507K – 141
2022
Q3 		$507K Sell
10,116
-611
-6% -$34.4K 0.17% 88
2022
Q2 		$561K Buy
10,727
+2,540
+31% +$146K 0.18% 81
2022
Q1 		$542K Buy
+8,187
New +$533K 0.17% 82

Other funds holding SPYG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

Security Financial Services's SPYG Position: Q4 2022 in Review

Security Financial Services sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2022, closing a stake of 10,116 shares — an estimated $507K sold.

Security Financial Services first reported a position in SPYG in Q1 2022 and held it in 3 quarters. The position peaked at $561K in Q2 2022. 756 funds tracked by Wall St. Rank hold SPYG as of Q4 2022.

  • Security Financial Services reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Security Financial Services sold 10,116 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2022, an estimated $507K.
  • Security Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and held it in 3 quarters.
  • Security Financial Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $561K in Q2 2022.
  • 756 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2022.

Based on Security Financial Services's 13F filing for Q4 2022, filed 30 Jan 2023.