SYBT
SPGP icon

Stock Yards Bank & Trust’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Stock Yards Bank & Trust’s Portfolio SPGP Stock Details SPGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,700
Closed -$283K – 376
2024
Q3 		$283K Hold
2,700
– – 0.01% 336
2024
Q2 		$278K Hold
2,700
– – 0.01% 345
2024
Q1 		$288K Hold
2,700
– – 0.01% 349
2023
Q4 		$265K Hold
2,700
– – 0.01% 337
2023
Q3 		$246K Hold
2,700
– – 0.01% 341
2023
Q2 		$245K Hold
2,700
– – 0.01% 357
2023
Q1 		$230K Buy
+2,700
New +$234K 0.01% 367

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return

Stock Yards Bank & Trust's SPGP Position: Q4 2024 in Review

Stock Yards Bank & Trust sold out of Invesco S&P 500 GARP ETF (SPGP) in Q4 2024, closing a stake of 2,700 shares — an estimated $283K sold.

Stock Yards Bank & Trust first reported a position in SPGP in Q1 2023 and held it in 7 quarters. The position peaked at $288K in Q1 2024. 338 funds tracked by Wall St. Rank hold SPGP as of Q4 2024.

  • Stock Yards Bank & Trust reported no remaining Invesco S&P 500 GARP ETF position as of Q4 2024 after selling out during the quarter.
  • Stock Yards Bank & Trust sold 2,700 Invesco S&P 500 GARP ETF shares in Q4 2024, an estimated $283K.
  • Stock Yards Bank & Trust first reported a position in Invesco S&P 500 GARP ETF in Q1 2023 and held it in 7 quarters.
  • Stock Yards Bank & Trust's Invesco S&P 500 GARP ETF position peaked at $288K in Q1 2024.
  • 338 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q4 2024.

Based on Stock Yards Bank & Trust's 13F filing for Q4 2024, filed 24 Jan 2025.