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Wipfli Financial Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Wipfli Financial Advisors’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 		$373K Buy
7,437
+3,570
+92% +$201K 0.03% 282
2022
Q2 		$203K Hold
3,867
– – 0.02% 85
2022
Q1 		$256K Buy
+3,867
New +$252K 0.03% 88

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wipfli Financial Advisors's SPYG Position: Q3 2022 in Review

Wipfli Financial Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 92% in Q3 2022, buying an estimated $201K and bringing the position to 7,437 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #282.

Wipfli Financial Advisors first reported a position in SPYG in Q1 2022 and has held it in 3 quarters since. 675 funds tracked by Wall St. Rank hold SPYG as of Q3 2022.

  • Wipfli Financial Advisors held 7,437 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $373K as of Q3 2022.
  • Wipfli Financial Advisors bought 3,570 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2022, an estimated $201K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #282 holding.
  • Wipfli Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and has held it in 3 quarters since.
  • 675 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.