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

V Wealth 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
2023
Q3 		– Sell
-23,445
Closed -$1.43M – 328
2023
Q2 		$1.43M Buy
23,445
+324
+1% +$18.6K 0.24% 85
2023
Q1 		$1.28M Sell
23,121
-511
-2% -$27.1K 0.24% 92
2022
Q4 		$1.2M Buy
23,632
+6,891
+41% +$359K 0.25% 94
2022
Q3 		$839K Buy
16,741
+981
+6% +$55.2K 0.17% 133
2022
Q2 		$824K Sell
15,760
-3,074
-16% -$176K 0.16% 156
2022
Q1 		$1.25M Buy
18,834
+962
+5% +$62.6K 0.2% 119
2021
Q4 		$1.29M Sell
17,872
-1,128
-6% -$78.7K 0.19% 129
2021
Q3 		$1.22M Sell
19,000
-104
-0.5% -$6.87K 0.19% 129
2021
Q2 		$1.2M Buy
19,104
+852
+5% +$51.1K 0.19% 133
2021
Q1 		$1.03M Buy
18,252
+414
+2% +$23.2K 0.19% 134
2020
Q4 		$986K Buy
17,838
+5,246
+42% +$276K 0.2% 131
2020
Q3 		$631K Sell
12,592
-27,202
-68% -$1.33M 0.44% 61
2020
Q2 		$1.79M Buy
39,794
+25,483
+178% +$1.06M 0.46% 47
2020
Q1 		$511K Buy
14,311
+1,560
+12% +$63.9K 0.16% 145
2019
Q4 		$496K Hold
12,751
– – 0.18% 136
2019
Q3 		$496K Buy
+12,751
New +$498K 0.18% 136
2017
Q1 		– Sell
-10,952
Closed -$288K – 203
2016
Q4 		$288K Sell
10,952
-580
-5% -$15.1K 0.21% 131
2016
Q3 		$303K Sell
11,532
-192
-2% -$5.03K 0.24% 119
2016
Q2 		$296K Hold
11,724
– – 0.24% 118
2016
Q1 		$295K Buy
+11,724
New +$279K 0.24% 97

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

V Wealth Advisors's SPYG Position: Q3 2023 in Review

V Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2023, closing a stake of 23,445 shares — an estimated $1.43M sold.

V Wealth Advisors first reported a position in SPYG in Q1 2016 and held it in 20 quarters. The position peaked at $1.79M in Q2 2020. 823 funds tracked by Wall St. Rank hold SPYG as of Q3 2023.

  • V Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 23,445 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2023, an estimated $1.43M.
  • V Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2016 and held it in 20 quarters.
  • V Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.79M 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 V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.