Strategic Asset Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Strategic Asset Management’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
2022 Q3	$150K	Buy	3,003 +737	+33%	+$41.5K	0.26%	61
2022 Q2	$118K	Buy	2,266 +743	+49%	+$42.6K	0.19%	80
2022 Q1	$101K	Buy	1,523 +1,168	+329%	+$76K	0.14%	103
2021 Q4	$26K	Buy	355 +17	+5%	+$1.19K	0.04%	243
2021 Q3	$22K	Buy	+338	New	+$22.3K	0.03%	253

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Strategic Asset Management's SPYG Position: Q3 2022 in Review

Strategic Asset Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 33% in Q3 2022, buying an estimated $41.5K and bringing the position to 3,003 shares worth $150K. The position accounts for 0.26% of the portfolio, ranked #61.

Strategic Asset Management first reported a position in SPYG in Q3 2021 and has held it in 5 quarters since. 675 funds tracked by Wall St. Rank hold SPYG as of Q3 2022.

Strategic Asset Management held 3,003 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $150K as of Q3 2022.
Strategic Asset Management bought 737 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2022, an estimated $41.5K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.26% of Strategic Asset Management's portfolio in Q3 2022, its #61 holding.
Strategic Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2021 and has held it in 5 quarters since.
675 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.