Wealth Enhancement & Preservation of GA’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Wealth Enhancement & Preservation of GA’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	$256K	Buy	+4,200	New	+$241K	0.25%	41
2021 Q4	–	Sell	-220,832	Closed	-$14.1M	–	56
2021 Q3	$14.1M	Buy	+220,832	New	+$14.6M	10.88%	2

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 $9.42B AUM 17.63% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $17.8B AUM 24.16% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's SPYG Position: Q2 2023 in Review

Wealth Enhancement & Preservation of GA opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2023: 4,200 shares worth $256K. The stake represents 0.25% of the portfolio and ranks #41 among its holdings. This is a return to the name: Wealth Enhancement & Preservation of GA previously reported a position in SPYG as recently as Q3 2021.

Wealth Enhancement & Preservation of GA first reported a position in SPYG in Q3 2021 and has held it in 2 quarters since. The position peaked at $14.1M in Q3 2021. 799 funds tracked by Wall St. Rank hold SPYG as of Q2 2023.

Wealth Enhancement & Preservation of GA held 4,200 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $256K as of Q2 2023.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Wealth Enhancement & Preservation of GA position in Q2 2023.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.25% of Wealth Enhancement & Preservation of GA's portfolio in Q2 2023, its #41 holding.
Wealth Enhancement & Preservation of GA first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2021 and has held it in 2 quarters since.
Wealth Enhancement & Preservation of GA's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $14.1M in Q3 2021.
799 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2023, filed 18 Jul 2023.