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Stableford Capital II’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Stableford Capital II’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
Q2 		– Sell
-38,680
Closed -$1.96M – 136
2023
Q1 		$1.96M Buy
+38,680
New +$2.05M 1.4% 13

Other funds holding SPYG

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Stableford Capital II's SPYG Position: Q2 2023 in Review

Stableford Capital II sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2023, closing a stake of 38,680 shares — an estimated $1.96M sold.

Stableford Capital II first reported a position in SPYG in Q1 2023 and held it in 1 quarter. The position peaked at $1.96M in Q1 2023. 799 funds tracked by Wall St. Rank hold SPYG as of Q2 2023.

  • Stableford Capital II reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Stableford Capital II sold 38,680 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2023, an estimated $1.96M.
  • Stableford Capital II first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2023 and held it in 1 quarter.
  • Stableford Capital II's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.96M in Q1 2023.
  • 799 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2023.

Based on Stableford Capital II's 13F filing for Q2 2023, filed 11 Aug 2023.