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Vantage Financial Partners (Illinois)’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Vantage Financial Partners (Illinois)’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
Q1 		– Sell
-28,952
Closed -$1.47M – 95
2022
Q4 		$1.47M Buy
+28,952
New +$1.51M 0.84% 29

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FCAS
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s SPYG Position: Q1 2023 in Review

Vantage Financial Partners (Illinois) sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2023, closing a stake of 28,952 shares — an estimated $1.47M sold.

Vantage Financial Partners (Illinois) first reported a position in SPYG in Q4 2022 and held it in 1 quarter. The position peaked at $1.47M in Q4 2022. 759 funds tracked by Wall St. Rank hold SPYG as of Q1 2023.

  • Vantage Financial Partners (Illinois) reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Vantage Financial Partners (Illinois) sold 28,952 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2023, an estimated $1.47M.
  • Vantage Financial Partners (Illinois) first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and held it in 1 quarter.
  • Vantage Financial Partners (Illinois)'s State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.47M in Q4 2022.
  • 759 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2023.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q1 2023, filed 4 May 2023.