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

Van Leeuwen & Company’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	$263K	Sell	3,600 -427	-11%	-$29.7K	0.13%	83
2023 Q4	$262K	Sell	4,027 -435	-10%	-$26.8K	0.15%	78
2023 Q3	$264K	Hold	4,462	–	–	0.16%	66
2023 Q2	$272K	Sell	4,462 -261	-6%	-$15K	0.17%	65
2023 Q1	$261K	Sell	4,723 -10,091	-68%	-$534K	0.18%	67
2022 Q4	$751K	Buy	14,814 +2,787	+23%	+$145K	0.52%	43
2022 Q3	$603K	Sell	12,027 -40,275	-77%	-$2.27M	0.48%	41
2022 Q2	$2.73M	Sell	52,302 -8,398	-14%	-$482K	2.29%	15
2022 Q1	$4.02M	Buy	+60,700	New	+$3.95M	2.96%	9

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Van Leeuwen & Company's SPYG Position: Q1 2024 in Review

Van Leeuwen & Company reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 11% in Q1 2024, selling an estimated $29.7K and leaving 3,600 shares worth $263K. The position accounts for 0.13% of the portfolio, ranked #83.

Van Leeuwen & Company first reported a position in SPYG in Q1 2022 and has held it in 9 quarters since. The position peaked at $4.02M in Q1 2022. 948 funds tracked by Wall St. Rank hold SPYG as of Q1 2024.

Van Leeuwen & Company held 3,600 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $263K as of Q1 2024.
Van Leeuwen & Company sold 427 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2024, an estimated $29.7K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.13% of Van Leeuwen & Company's portfolio in Q1 2024, its #83 holding.
Van Leeuwen & Company first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and has held it in 9 quarters since.
Van Leeuwen & Company's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.02M in Q1 2022.
948 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2024.

Based on Van Leeuwen & Company's 13F filing for Q1 2024, filed 10 May 2024.