SCA
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Stonebridge Capital Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Stonebridge Capital Advisors’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
Q3 		– Sell
-417
Closed -$25.4K – 992
2023
Q2 		$25.4K Buy
+417
New +$23.9K ﹤0.01% 470
2022
Q2 		– Sell
-31
Closed -$2K – 1072
2022
Q1 		$2K Buy
31
+26
+520% +$1.69K ﹤0.01% 927
2021
Q4 		$0 Hold
5
– – ﹤0.01% 1040
2021
Q3 		$0 Sell
5
-369
-99% -$24.4K ﹤0.01% 1097
2021
Q2 		$21K Hold
374
– – ﹤0.01% 616
2021
Q1 		$21K Buy
+374
New +$21K ﹤0.01% 497

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return