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

Vigilare Wealth 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
2024
Q1 		– Sell
-4,118
Closed -$268K – 111
2023
Q4 		$268K Buy
4,118
+13
+0.3% +$802 0.14% 82
2023
Q3 		$243K Buy
4,105
+12
+0.3% +$735 0.16% 73
2023
Q2 		$250K Buy
4,093
+13
+0.3% +$745 0.14% 80
2023
Q1 		$226K Buy
4,080
+13
+0.3% +$688 0.13% 90
2022
Q4 		$206K Sell
4,067
-133
-3% -$6.92K 0.12% 102
2022
Q3 		$210K Buy
4,200
+10
+0.2% +$563 0.27% 94
2022
Q2 		$219K Buy
4,190
+11
+0.3% +$631 0.24% 99
2022
Q1 		$277K Buy
4,179
+7
+0.2% +$456 0.23% 106
2021
Q4 		$302K Buy
4,172
+7
+0.2% +$489 0.18% 139
2021
Q3 		$267K Buy
4,165
+6
+0.1% +$396 0.17% 157
2021
Q2 		$262K Buy
4,159
+7
+0.2% +$420 0.16% 165
2021
Q1 		$234K Buy
+4,152
New +$233K 0.17% 163
2020
Q4 		– Sell
-4,144
Closed -$208K – 159
2020
Q3 		$208K Buy
+4,144
New +$203K 0.22% 115

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B 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 $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Vigilare Wealth Management's SPYG Position: Q1 2024 in Review

Vigilare Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2024, closing a stake of 4,118 shares — an estimated $268K sold.

Vigilare Wealth Management first reported a position in SPYG in Q3 2020 and held it in 13 quarters. The position peaked at $302K in Q4 2021. 948 funds tracked by Wall St. Rank hold SPYG as of Q1 2024.

  • Vigilare Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Vigilare Wealth Management sold 4,118 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2024, an estimated $268K.
  • Vigilare Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2020 and held it in 13 quarters.
  • Vigilare Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $302K in Q4 2021.
  • 948 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2024.

Based on Vigilare Wealth Management's 13F filing for Q1 2024, filed 26 Apr 2024.