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

WR Wealth Planners’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
Q4 		$9.33K Hold
106
– – ﹤0.01% 606
2024
Q3 		$8.8K Buy
106
+80
+308% +$6.39K ﹤0.01% 654
2024
Q2 		$2.09K Buy
+26
New +$1.94K ﹤0.01% 880

Other funds holding SPYG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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

WR Wealth Planners's SPYG Position: Q4 2024 in Review

WR Wealth Planners held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q4 2024 at 106 shares worth $9.33K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

WR Wealth Planners first reported a position in SPYG in Q2 2024 and has held it in 3 quarters since. 1,136 funds tracked by Wall St. Rank hold SPYG as of Q4 2024.

  • WR Wealth Planners held 106 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $9.33K as of Q4 2024.
  • WR Wealth Planners left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q4 2024.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #606 holding.
  • WR Wealth Planners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 3 quarters since.
  • 1,136 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.