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SPYG icon

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

Veritable’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
-43,175
Closed -$2.63M – 694
2023
Q2 		$2.63M Sell
43,175
-555
-1% -$31.8K 0.04% 194
2023
Q1 		$2.42M Sell
43,730
-12,927
-23% -$685K 0.04% 203
2022
Q4 		$2.87M Buy
56,657
+685
+1% +$35.6K 0.05% 177
2022
Q3 		$2.8M Buy
55,972
+19,704
+54% +$1.11M 0.05% 166
2022
Q2 		$1.9M Buy
36,268
+24,450
+207% +$1.4M 0.03% 247
2022
Q1 		$782K Sell
11,818
-4,400
-27% -$286K 0.01% 450
2021
Q4 		$1.18M Hold
16,218
– – 0.02% 370
2021
Q3 		$1.04M Sell
16,218
-3,142
-16% -$207K 0.02% 374
2021
Q2 		$1.22M Buy
19,360
+10,090
+109% +$605K 0.02% 335
2021
Q1 		$523K Hold
9,270
– – 0.01% 499
2020
Q4 		$513K Buy
+9,270
New +$487K 0.01% 486
2020
Q3 		– Sell
-23,570
Closed -$1.06M – 778
2020
Q2 		$1.06M Buy
+23,570
New +$979K 0.02% 298

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $376B 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 $24.6B 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 $431B 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