SS
SPYG icon

Simplicity Solutions’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Simplicity Solutions’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 		$1.11M Buy
17,126
+2,984
+21% +$184K 0.03% 417
2023
Q3 		$838K Sell
14,142
-19,327
-58% -$1.18M 0.03% 459
2023
Q2 		$2.04M Sell
33,469
-12,393
-27% -$710K 0.06% 308
2023
Q1 		$2.54M Buy
45,862
+14,936
+48% +$791K 0.07% 259
2022
Q4 		$1.57M Buy
30,926
+869
+3% +$45.2K 0.21% 111
2022
Q3 		$1.51M Sell
30,057
-2,219
-7% -$125K 0.22% 112
2022
Q2 		$1.69M Buy
32,276
+1,183
+4% +$67.8K 0.22% 112
2022
Q1 		$2.06M Buy
31,093
+3,147
+11% +$205K 0.25% 89
2021
Q4 		$2.02M Sell
27,946
-9,086
-25% -$634K 0.23% 108
2021
Q3 		$2.37M Buy
37,032
+32,428
+704% +$2.14M 0.36% 59
2021
Q2 		$290K Sell
4,604
-26,895
-85% -$1.61M 0.06% 394
2021
Q1 		$1.78M Sell
31,499
-742,090
-96% -$41.6M 0.39% 53
2020
Q4 		$42.8M Buy
773,589
+66,851
+9% +$3.51M 0.63% 31
2020
Q3 		$35.4M Sell
706,738
-213,000
-23% -$10.4M 0.65% 31
2020
Q2 		$41.3M Buy
919,738
+437,829
+91% +$18.2M 0.82% 22
2020
Q1 		$17.2M Buy
481,909
+169,078
+54% +$6.93M 0.53% 39
2019
Q4 		$13.1M Buy
312,831
+163,999
+110% +$6.57M 0.4% 50
2019
Q3 		$5.79M Buy
148,832
+59,987
+68% +$2.34M 0.24% 68
2019
Q2 		$3.44M Buy
88,845
+45,164
+103% +$1.72M 0.15% 109
2019
Q1 		$1.63M Buy
43,681
+29,999
+219% +$1.06M 0.1% 182
2018
Q4 		$445K Sell
13,682
-5,151
-27% -$180K 0.06% 338
2018
Q3 		$720K Buy
+18,833
New +$699K 0.04% 207

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Simplicity Solutions's SPYG Position: Q4 2023 in Review

Simplicity Solutions increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 21% in Q4 2023, buying an estimated $184K and bringing the position to 17,126 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #417.

Simplicity Solutions first reported a position in SPYG in Q3 2018 and has held it in 22 quarters since. The position peaked at $42.8M in Q4 2020. 916 funds tracked by Wall St. Rank hold SPYG as of Q4 2023.

  • Simplicity Solutions held 17,126 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.11M as of Q4 2023.
  • Simplicity Solutions bought 2,984 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2023, an estimated $184K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #417 holding.
  • Simplicity Solutions first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2018 and has held it in 22 quarters since.
  • Simplicity Solutions's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $42.8M in Q4 2020.
  • 916 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.