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

Windsor Wealth 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
2023 Q3	$1.04M	Sell	17,562 -147	-0.8%	-$9K	0.19%	64
2023 Q2	$1.08M	Sell	17,709 -220	-1%	-$12.6K	0.19%	63
2023 Q1	$995K	Buy	17,929 +545	+3%	+$28.9K	0.19%	64
2022 Q4	$881K	Buy	17,384 +10,077	+138%	+$524K	0.18%	71
2022 Q3	$370K	Hold	7,307	–	–	0.09%	104
2022 Q2	$393K	Buy	+7,307	New	+$419K	0.1%	102

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Windsor Wealth Management's SPYG Position: Q3 2023 in Review

Windsor Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.83% in Q3 2023, selling an estimated $9K and leaving 17,562 shares worth $1.04M. The position accounts for 0.19% of the portfolio, ranked #64.

Windsor Wealth Management first reported a position in SPYG in Q2 2022 and has held it in 6 quarters since. The position peaked at $1.08M in Q2 2023. 823 funds tracked by Wall St. Rank hold SPYG as of Q3 2023.

Windsor Wealth Management held 17,562 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.04M as of Q3 2023.
Windsor Wealth Management sold 147 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2023, an estimated $9K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.19% of Windsor Wealth Management's portfolio in Q3 2023, its #64 holding.
Windsor Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2022 and has held it in 6 quarters since.
Windsor Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.08M in Q2 2023.
823 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.