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SPYG icon

Strengthening Families & Communities LLC’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Strengthening Families & Communities LLC’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
2024
Q4 		– Sell
-9
Closed -$746 – 534
2024
Q3 		$746 Sell
9
-82
-90% -$6.55K ﹤0.01% 503
2024
Q2 		$7K Buy
+91
New +$6.8K ﹤0.01% 410

Other funds holding SPYG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strengthening Families & Communities LLC's SPYG Position: Q4 2024 in Review

Strengthening Families & Communities LLC sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2024, closing a stake of 9 shares — an estimated $746 sold.

Strengthening Families & Communities LLC first reported a position in SPYG in Q2 2024 and held it in 2 quarters. The position peaked at $7K in Q2 2024. 1,136 funds tracked by Wall St. Rank hold SPYG as of Q4 2024.

  • Strengthening Families & Communities LLC reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Strengthening Families & Communities LLC sold 9 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2024, an estimated $746.
  • Strengthening Families & Communities LLC first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and held it in 2 quarters.
  • Strengthening Families & Communities LLC's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $7K in Q2 2024.
  • 1,136 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2024.

Based on Strengthening Families & Communities LLC's 13F filing for Q4 2024, filed 29 Jan 2025.