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

Wellington Wealth Strategies’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
Q2 		– Sell
-1,759
Closed -$920K – 162
2024
Q1 		$920K Sell
1,759
-1,507
-46% -$105K 0.43% 67
2023
Q4 		$1.55M Buy
+3,266
New +$201K 1.31% 24
2020
Q4 		$1.55M Buy
+3,266
New +$172K 1.31% 24

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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

Wellington Wealth Strategies's SPYG Position: Q2 2024 in Review

Wellington Wealth Strategies sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2024, closing a stake of 1,759 shares — an estimated $920K sold.

Wellington Wealth Strategies first reported a position in SPYG in Q4 2020 and held it in 3 quarters. The position peaked at $1.55M in Q4 2023. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q2 2024.

  • Wellington Wealth Strategies reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 1,759 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2024, an estimated $920K.
  • Wellington Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and held it in 3 quarters.
  • Wellington Wealth Strategies's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.55M in Q4 2023.
  • 1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2024.

Based on Wellington Wealth Strategies's 13F filing for Q2 2024, filed 15 Aug 2024.