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

TFO Wealth Partners’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
Q4 		– Sell
-914
Closed -$46K – 940
2022
Q3 		$46K Buy
+914
New +$51.4K 0.01% 57

Other funds holding SPYG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

TFO Wealth Partners's SPYG Position: Q4 2022 in Review

TFO Wealth Partners sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2022, closing a stake of 914 shares — an estimated $46K sold.

TFO Wealth Partners first reported a position in SPYG in Q3 2022 and held it in 1 quarter. The position peaked at $46K in Q3 2022. 756 funds tracked by Wall St. Rank hold SPYG as of Q4 2022.

  • TFO Wealth Partners reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 914 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2022, an estimated $46K.
  • TFO Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2022 and held it in 1 quarter.
  • TFO Wealth Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $46K in Q3 2022.
  • 756 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2022.

Based on TFO Wealth Partners's 13F filing for Q4 2022, filed 3 Feb 2023.