TNA
SPYG icon

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

True North Advisors’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
Q1 		– Sell
-3,245
Closed -$211K – 215
2023
Q4 		$211K Buy
+3,245
New +$200K 0.05% 183

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

True North Advisors's SPYG Position: Q1 2024 in Review

True North Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2024, closing a stake of 3,245 shares — an estimated $211K sold.

True North Advisors first reported a position in SPYG in Q4 2023 and held it in 1 quarter. The position peaked at $211K in Q4 2023. 948 funds tracked by Wall St. Rank hold SPYG as of Q1 2024.

  • True North Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • True North Advisors sold 3,245 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2024, an estimated $211K.
  • True North Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and held it in 1 quarter.
  • True North Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $211K in Q4 2023.
  • 948 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2024.

Based on True North Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.