TCI Wealth Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

TCI Wealth 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 Q2	–	Sell	-362	Closed	-$20K	–	1968
2023 Q1	$20K	Buy	362 +1	+0.3%	+$53	﹤0.01%	703
2022 Q4	$18.3K	Buy	361 +1	+0.3%	+$52	﹤0.01%	740
2022 Q3	$18K	Buy	360 +153	+74%	+$8.61K	﹤0.01%	714
2022 Q2	$11K	Buy	207 +1	+0.5%	+$57	﹤0.01%	967
2022 Q1	$14K	Hold	206	–	–	﹤0.01%	898
2021 Q4	$15K	Hold	206	–	–	﹤0.01%	886
2021 Q3	$13K	Buy	206 +1	+0.5%	+$66	﹤0.01%	935
2021 Q2	$13K	Hold	205	–	–	﹤0.01%	814
2021 Q1	$12K	Hold	205	–	–	0.01%	773
2020 Q4	$11K	Buy	205 +1	+0.5%	+$53	﹤0.01%	631
2020 Q3	$10K	Hold	204	–	–	﹤0.01%	590
2020 Q2	$9K	Buy	204 +1	+0.5%	+$42	﹤0.01%	608
2020 Q1	$7K	Buy	203 +1	+0.5%	+$41	﹤0.01%	649
2019 Q4	$8K	Buy	202 +97	+92%	+$3.89K	﹤0.01%	761
2019 Q3	$4K	Buy	+105	New	+$4.1K	﹤0.01%	890
2019 Q1	–	Sell	-3,515	Closed	-$114K	–	1541
2018 Q4	$114K	Buy	+3,515	New	+$123K	0.06%	198

Other funds holding SPYG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

TCI Wealth Advisors's SPYG Position: Q2 2023 in Review

TCI Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2023, closing a stake of 362 shares — an estimated $20K sold.

TCI Wealth Advisors first reported a position in SPYG in Q4 2018 and held it in 16 quarters. The position peaked at $114K in Q4 2018. 799 funds tracked by Wall St. Rank hold SPYG as of Q2 2023.

TCI Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 362 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2023, an estimated $20K.
TCI Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2018 and held it in 16 quarters.
TCI Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $114K in Q4 2018.
799 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.