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Townsend Asset Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Townsend Asset 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
-122
Closed -$7.44K – 202
2023
Q2 		$7.44K Buy
+122
New +$6.99K ﹤0.01% 170
2020
Q3 		– Sell
-454
Closed -$20K – 187
2020
Q2 		$20K Buy
+454
New +$18.9K 0.02% 159

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

Townsend Asset Management's SPYG Position: Q3 2023 in Review

Townsend Asset Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2023, closing a stake of 122 shares — an estimated $7.44K sold.

Townsend Asset Management first reported a position in SPYG in Q2 2020 and held it in 2 quarters. The position peaked at $20K in Q2 2020. 823 funds tracked by Wall St. Rank hold SPYG as of Q3 2023.

  • Townsend Asset Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Townsend Asset Management sold 122 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2023, an estimated $7.44K.
  • Townsend Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and held it in 2 quarters.
  • Townsend Asset Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $20K in Q2 2020.
  • 823 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2023.

Based on Townsend Asset Management's 13F filing for Q3 2023, filed 20 Oct 2023.