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

TrustCore Financial Services’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 Q4	$2.79M	Buy	55,028 +44,473	+421%	+$2.31M	0.25%	49
2022 Q3	$529K	Buy	10,555 +4,603	+77%	+$259K	0.05%	161
2022 Q2	$311K	Buy	5,952 +5,684	+2,121%	+$326K	0.03%	209
2022 Q1	$18K	Buy	+268	New	+$17.4K	﹤0.01%	666

Other funds holding SPYG

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TrustCore Financial Services's SPYG Position: Q4 2022 in Review

TrustCore Financial Services increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 421% in Q4 2022, buying an estimated $2.31M and bringing the position to 55,028 shares worth $2.79M. The position accounts for 0.25% of the portfolio, ranked #49.

TrustCore Financial Services first reported a position in SPYG in Q1 2022 and has held it in 4 quarters since. 756 funds tracked by Wall St. Rank hold SPYG as of Q4 2022.

TrustCore Financial Services held 55,028 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.79M as of Q4 2022.
TrustCore Financial Services bought 44,473 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2022, an estimated $2.31M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.25% of TrustCore Financial Services's portfolio in Q4 2022, its #49 holding.
TrustCore Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and has held it in 4 quarters since.
756 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.