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

Sterling Financial Planning’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
2021 Q4	–	Sell	-679	Closed	-$43K	–	356
2021 Q3	$43K	Buy	679 +1	+0.1%	+$66	0.03%	195
2021 Q2	$43K	Buy	678 +68	+11%	+$4.08K	0.03%	180
2021 Q1	$34K	Buy	610 +1	+0.2%	+$56	0.02%	186
2020 Q4	$34K	Buy	+609	New	+$32K	0.03%	176

Other funds holding SPYG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Sterling Financial Planning's SPYG Position: Q4 2021 in Review

Sterling Financial Planning sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2021, closing a stake of 679 shares — an estimated $43K sold.

Sterling Financial Planning first reported a position in SPYG in Q4 2020 and held it in 4 quarters. The position peaked at $43K in Q3 2021. 722 funds tracked by Wall St. Rank hold SPYG as of Q4 2021.

Sterling Financial Planning reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 679 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2021, an estimated $43K.
Sterling Financial Planning first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $43K in Q3 2021.
722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.