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Topel & Distasi Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Topel & Distasi Wealth 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
2022
Q2 		– Sell
-52,468
Closed -$3.47M – 70
2022
Q1 		$3.47M Hold
52,468
– – 1.46% 29
2021
Q4 		$3.8M Buy
+52,468
New +$3.66M 1.55% 24

Other funds holding SPYG

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
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
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Topel & Distasi Wealth Management's SPYG Position: Q2 2022 in Review

Topel & Distasi Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2022, closing a stake of 52,468 shares — an estimated $3.47M sold.

Topel & Distasi Wealth Management first reported a position in SPYG in Q4 2021 and held it in 2 quarters. The position peaked at $3.8M in Q4 2021. 678 funds tracked by Wall St. Rank hold SPYG as of Q2 2022.

  • Topel & Distasi Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Topel & Distasi Wealth Management sold 52,468 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2022, an estimated $3.47M.
  • Topel & Distasi Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and held it in 2 quarters.
  • Topel & Distasi Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.8M in Q4 2021.
  • 678 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2022.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.