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

Sheets Smith 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
2023
Q4 		– Sell
-50
Closed -$2.98K – 480
2023
Q3 		$2.98K Buy
+50
New +$3.06K ﹤0.01% 470

Other funds holding SPYG

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

Sheets Smith Wealth Management's SPYG Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2023, closing a stake of 50 shares — an estimated $2.98K sold.

Sheets Smith Wealth Management first reported a position in SPYG in Q3 2023 and held it in 1 quarter. The position peaked at $2.98K in Q3 2023. 916 funds tracked by Wall St. Rank hold SPYG as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 50 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2023, an estimated $2.98K.
  • Sheets Smith Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.98K in Q3 2023.
  • 916 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.