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TD Ameritrade Investment Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-401,612
Closed -$24.5M – 423
2023
Q2 		$24.5M Sell
401,612
-73,324
-15% -$4.2M 0.26% 45
2023
Q1 		$26.3M Sell
474,936
-121,306
-20% -$6.42M 0.27% 45
2022
Q4 		$30.2M Sell
596,242
-107,983
-15% -$5.62M 0.3% 43
2022
Q3 		$35.3M Sell
704,225
-130,256
-16% -$7.33M 0.35% 40
2022
Q2 		$43.6M Sell
834,481
-60,323
-7% -$3.46M 0.39% 40
2022
Q1 		$59.2M Buy
894,804
+17,813
+2% +$1.16M 0.44% 39
2021
Q4 		$63.6M Buy
876,991
+104,889
+14% +$7.32M 0.44% 39
2021
Q3 		$38.7M Sell
772,102
-112,837
-13% -$7.45M 0.32% 44
2021
Q2 		$55.7M Buy
884,939
+106,919
+14% +$6.41M 0.4% 42
2021
Q1 		$43M Hold
778,020
– – 0.33% 43
2020
Q4 		$43M Buy
778,020
+5,918
+0.8% +$311K 0.33% 43
2020
Q3 		$38.7M Sell
772,102
-33,705
-4% -$1.65M 0.32% 44
2020
Q2 		$36.2M Sell
805,807
-22,511
-3% -$935K 0.3% 47
2020
Q1 		$29.6M Sell
828,318
-36,559
-4% -$1.5M 0.27% 49
2019
Q4 		$36.2M Buy
864,877
+95,987
+12% +$3.85M 0.28% 48
2019
Q3 		$29.9M Buy
768,890
+194,312
+34% +$7.59M 0.24% 51
2019
Q2 		$22.3M Buy
574,578
+204,694
+55% +$7.78M 0.18% 57
2019
Q1 		$13.8M Buy
369,884
+154,373
+72% +$5.46M 0.12% 61
2018
Q4 		$7M Buy
215,511
+107,641
+100% +$3.76M 0.06% 66
2018
Q3 		$4.13M Buy
107,870
+103,872
+2,598% +$3.86M 0.03% 72
2018
Q2 		$141K Buy
3,998
+3,242
+429% +$113K ﹤0.01% 101
2018
Q1 		$25K Hold
756
– – ﹤0.01% 106
2017
Q4 		$25K Hold
756
– – ﹤0.01% 84
2017
Q3 		$23K Buy
+756
New +$23K ﹤0.01% 79

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

TD Ameritrade Investment Management's SPYG Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2023, closing a stake of 401,612 shares — an estimated $24.5M sold.

TD Ameritrade Investment Management first reported a position in SPYG in Q3 2017 and held it in 24 quarters. The position peaked at $63.6M in Q4 2021. 823 funds tracked by Wall St. Rank hold SPYG as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 401,612 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2023, an estimated $24.5M.
  • TD Ameritrade Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2017 and held it in 24 quarters.
  • TD Ameritrade Investment Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $63.6M in Q4 2021.
  • 823 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.