WIC
SPYG icon

Woodmont Investment Counsel’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Woodmont Investment Counsel’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
-600
Closed -$43.9K – 344
2024
Q1 		$43.9K Buy
+600
New +$41.8K ﹤0.01% 305

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 $424B AUM 22.94% 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

Woodmont Investment Counsel's SPYG Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2024, closing a stake of 600 shares — an estimated $43.9K sold.

Woodmont Investment Counsel first reported a position in SPYG in Q1 2024 and held it in 1 quarter. The position peaked at $43.9K in Q1 2024. 1,019 funds tracked by Wall St. Rank hold SPYG as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 600 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2024, an estimated $43.9K.
  • Woodmont Investment Counsel first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $43.9K in Q1 2024.
  • 1,019 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.