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SPYG icon

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

TrinityPoint Wealth’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
2024
Q4 		$912K Buy
10,372
+1,246
+14% +$108K 0.13% 164
2024
Q3 		$757K Buy
9,126
+472
+5% +$37.7K 0.11% 180
2024
Q2 		$693K Buy
8,654
+369
+4% +$27.6K 0.11% 178
2024
Q1 		$606K Buy
8,285
+916
+12% +$63.8K 0.1% 178
2023
Q4 		$479K Buy
7,369
+405
+6% +$25K 0.09% 194
2023
Q3 		$413K Buy
6,964
+3,038
+77% +$186K 0.08% 198
2023
Q2 		$240K Buy
3,926
+81
+2% +$4.64K 0.05% 247
2023
Q1 		$213K Buy
+3,845
New +$204K 0.05% 255

Other funds holding SPYG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TrinityPoint Wealth's SPYG Position: Q4 2024 in Review

TrinityPoint Wealth increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 14% in Q4 2024, buying an estimated $108K and bringing the position to 10,372 shares worth $912K. The position accounts for 0.13% of the portfolio, ranked #164.

TrinityPoint Wealth first reported a position in SPYG in Q1 2023 and has held it in 8 quarters since. 1,136 funds tracked by Wall St. Rank hold SPYG as of Q4 2024.

  • TrinityPoint Wealth held 10,372 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $912K as of Q4 2024.
  • TrinityPoint Wealth bought 1,246 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2024, an estimated $108K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.13% of TrinityPoint Wealth's portfolio in Q4 2024, its #164 holding.
  • TrinityPoint Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2023 and has held it in 8 quarters since.
  • 1,136 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.