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

WBI Investments’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
2022 Q2	–	Sell	-5,123	Closed	-$334K	–	189
2022 Q1	$334K	Sell	5,123 -132	-3%	-$8.59K	0.05%	159
2021 Q4	$375K	Buy	5,255 +9	+0.2%	+$628	0.06%	148
2021 Q3	$331K	Sell	5,246 -375	-7%	-$24.8K	0.06%	151
2021 Q2	$354K	Buy	+5,621	New	+$337K	0.05%	145

Other funds holding SPYG

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

WBI Investments's SPYG Position: Q2 2022 in Review

WBI Investments sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2022, closing a stake of 5,123 shares — an estimated $334K sold.

WBI Investments first reported a position in SPYG in Q2 2021 and held it in 4 quarters. The position peaked at $375K in Q4 2021. 678 funds tracked by Wall St. Rank hold SPYG as of Q2 2022.

WBI Investments reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
WBI Investments sold 5,123 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2022, an estimated $334K.
WBI Investments first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2021 and held it in 4 quarters.
WBI Investments's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $375K in Q4 2021.
678 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2022.

Based on WBI Investments's 13F filing for Q2 2022, filed 25 Jul 2022.