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

Wealth Advisory Solutions’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	-31,601	Closed	-$2.09M	–	158
2022 Q1	$2.09M	Buy	+31,601	New	+$2.06M	0.44%	62
2021 Q3	$1.94M	Buy	30,353 +24	+0.1%	+$1.58K	0.43%	61
2021 Q2	$1.91M	Hold	30,329	–	–	0.45%	62
2021 Q1	$2K	Hold	30,329	–	–	﹤0.01%	114
2020 Q4	$1.68M	Buy	30,329 +619	+2%	+$32.5K	0.45%	57
2020 Q3	$1.49M	Hold	29,710	–	–	0.39%	68
2020 Q2	$1.33M	Hold	29,710	–	–	0.37%	70
2020 Q1	$1.06M	Hold	29,710	–	–	0.36%	72
2019 Q4	$1.25M	Buy	+29,710	New	+$1.19M	0.33%	80

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Advisory Solutions's SPYG Position: Q2 2022 in Review

Wealth Advisory Solutions sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2022, closing a stake of 31,601 shares — an estimated $2.09M sold.

Wealth Advisory Solutions first reported a position in SPYG in Q4 2019 and held it in 9 quarters. The position peaked at $2.09M in Q1 2022. 678 funds tracked by Wall St. Rank hold SPYG as of Q2 2022.

Wealth Advisory Solutions reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
Wealth Advisory Solutions sold 31,601 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2022, an estimated $2.09M.
Wealth Advisory Solutions first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and held it in 9 quarters.
Wealth Advisory Solutions's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.09M in Q1 2022.
678 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2022.

Based on Wealth Advisory Solutions's 13F filing for Q2 2022, filed 5 Aug 2022.