Tallon Kerry Patrick’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Tallon Kerry Patrick’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	$268K	Buy	+3,053	New	+$264K	0.26%	69

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tallon Kerry Patrick's SPYG Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2024: 3,053 shares worth $268K. The stake represents 0.26% of the portfolio and ranks #69 among its holdings.

1,139 funds tracked by Wall St. Rank hold SPYG as of Q4 2024.

Tallon Kerry Patrick held 3,053 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $268K as of Q4 2024.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Tallon Kerry Patrick position in Q4 2024.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.26% of Tallon Kerry Patrick's portfolio in Q4 2024, its #69 holding.
1,139 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.