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

TRUADVICE’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	$4.4M	Sell	71,883 -34,832	-33%	-$2.13M	1.73%	6
2023 Q2	$6.51M	Buy	106,715 +76,720	+256%	+$4.39M	2.39%	5
2023 Q1	$1.68M	Buy	29,995 +24,255	+423%	+$1.28M	0.67%	40
2022 Q4	$299K	Buy	5,740 +1,067	+23%	+$55.5K	0.16%	122
2022 Q3	$242K	Sell	4,673 -3,125	-40%	-$176K	0.14%	125
2022 Q2	$468K	Buy	7,798 +469	+6%	+$26.9K	0.25%	83
2022 Q1	$429K	Buy	+7,329	New	+$477K	0.24%	82
2021 Q3	–	Sell	-4,615	Closed	-$303K	–	261
2021 Q2	$303K	Buy	+4,615	New	+$277K	0.07%	236

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

TRUADVICE's SPYG Position: Q3 2023 in Review

TRUADVICE reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 33% in Q3 2023, selling an estimated $2.13M and leaving 71,883 shares worth $4.4M. The position accounts for 1.73% of the portfolio, ranked #6.

TRUADVICE first reported a position in SPYG in Q2 2021 and has held it in 8 quarters since. The position peaked at $6.51M in Q2 2023. 823 funds tracked by Wall St. Rank hold SPYG as of Q3 2023.

TRUADVICE held 71,883 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.4M as of Q3 2023.
TRUADVICE sold 34,832 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2023, an estimated $2.13M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.73% of TRUADVICE's portfolio in Q3 2023, its #6 holding.
TRUADVICE first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2021 and has held it in 8 quarters since.
TRUADVICE's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.51M in Q2 2023.
823 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.