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

Vigilant Capital Management’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 Q2	$793K	Hold	13,000	–	–	0.06%	65
2023 Q1	$720K	Sell	13,000 -7,808	-38%	-$413K	0.06%	65
2022 Q4	$1.05M	Buy	20,808 +4,200	+25%	+$219K	0.09%	58
2022 Q3	$832K	Hold	16,608	–	–	0.08%	61
2022 Q2	$868K	Hold	16,608	–	–	0.07%	61
2022 Q1	$1.1M	Hold	16,608	–	–	0.08%	60
2021 Q4	$1.2M	Hold	16,608	–	–	0.08%	62
2021 Q3	$1.06M	Hold	16,608	–	–	0.09%	60
2021 Q2	$1.05M	Hold	16,608	–	–	0.08%	61
2021 Q1	$937K	Buy	+16,608	New	+$930K	0.08%	60

Other funds holding SPYG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Vigilant Capital Management's SPYG Position: Q2 2023 in Review

Vigilant Capital Management held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2023 at 13,000 shares worth $793K. The position accounts for 0.06% of the portfolio, ranked #65.

Vigilant Capital Management first reported a position in SPYG in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.2M in Q4 2021. 799 funds tracked by Wall St. Rank hold SPYG as of Q2 2023.

Vigilant Capital Management held 13,000 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $793K as of Q2 2023.
Vigilant Capital Management left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2023.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of Vigilant Capital Management's portfolio in Q2 2023, its #65 holding.
Vigilant Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2021 and has held it in 10 quarters since.
Vigilant Capital Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.2M in Q4 2021.
799 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.