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

SignalPoint Asset 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
2022 Q3	–	Sell	-4,086	Closed	-$213K	–	211
2022 Q2	$213K	Sell	4,086 -15	-0.4%	-$860	0.08%	197
2022 Q1	$272K	Buy	4,101 +9	+0.2%	+$586	0.09%	184
2021 Q4	$296K	Sell	4,092 -24	-0.6%	-$1.68K	0.09%	179
2021 Q3	$264K	Sell	4,116 -553	-12%	-$36.5K	0.08%	185
2021 Q2	$294K	Hold	4,669	–	–	0.1%	177
2021 Q1	$263K	Sell	4,669 -368	-7%	-$20.6K	0.09%	180
2020 Q4	$278K	Buy	5,037 +211	+4%	+$11.1K	0.11%	165
2020 Q3	$242K	Sell	4,826 -1,476	-23%	-$72.3K	0.1%	166
2020 Q2	$283K	Sell	6,302 -907	-13%	-$37.7K	0.13%	148
2020 Q1	$258K	Sell	7,209 -25,410	-78%	-$1.04M	0.14%	142
2019 Q4	$1.37M	Buy	32,619 +10,683	+49%	+$428K	0.57%	41
2019 Q3	$853K	Buy	+21,936	New	+$857K	0.38%	64

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SignalPoint Asset Management's SPYG Position: Q3 2022 in Review

SignalPoint Asset Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2022, closing a stake of 4,086 shares — an estimated $213K sold.

SignalPoint Asset Management first reported a position in SPYG in Q3 2019 and held it in 12 quarters. The position peaked at $1.37M in Q4 2019. 675 funds tracked by Wall St. Rank hold SPYG as of Q3 2022.

SignalPoint Asset Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2022 after selling out during the quarter.
SignalPoint Asset Management sold 4,086 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2022, an estimated $213K.
SignalPoint Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2019 and held it in 12 quarters.
SignalPoint Asset Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.37M in Q4 2019.
675 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2022.

Based on SignalPoint Asset Management's 13F filing for Q3 2022, filed 27 Oct 2022.