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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

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

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Veritable's SPYG Position: Q3 2023 in Review

Veritable sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2023, closing a stake of 43,175 shares — an estimated $2.63M sold.

Veritable first reported a position in SPYG in Q2 2020 and held it in 12 quarters. The position peaked at $2.87M in Q4 2022. 823 funds tracked by Wall St. Rank hold SPYG as of Q3 2023.

Veritable reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2023 after selling out during the quarter.
Veritable sold 43,175 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2023, an estimated $2.63M.
Veritable first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and held it in 12 quarters.
Veritable's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.87M in Q4 2022.
823 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.