Wilbanks Smith & Thomas Asset Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Wilbanks Smith & Thomas Asset 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
2022 Q3	–	Sell	-7,266	Closed	-$380K	–	493
2022 Q2	$380K	Hold	7,266	–	–	0.02%	341
2022 Q1	$427K	Buy	7,266 +616	+9%	+$40.1K	0.02%	332
2021 Q4	$482K	Buy	6,650 +350	+6%	+$24.4K	0.02%	335
2021 Q3	$403K	Buy	+6,300	New	+$416K	0.02%	343

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

Wilbanks Smith & Thomas Asset Management's SPYG Position: Q3 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2022, closing a stake of 7,266 shares — an estimated $380K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SPYG in Q3 2021 and held it in 4 quarters. The position peaked at $482K in Q4 2021. 675 funds tracked by Wall St. Rank hold SPYG as of Q3 2022.

Wilbanks Smith & Thomas Asset Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2022 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 7,266 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2022, an estimated $380K.
Wilbanks Smith & Thomas Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2021 and held it in 4 quarters.
Wilbanks Smith & Thomas Asset Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $482K in Q4 2021.
675 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2022, filed 31 Oct 2022.