SPDR Portfolio S&P 500 Growth ETF $SPYG is Wells Financial Advisors INC’s 8th Largest Position

Wells Financial Advisors INC trimmed its stake in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) by 28.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 21,866 shares of the company’s stock after selling 8,691 shares during the period. SPDR Portfolio S&P 500 Growth ETF accounts for 4.4% of Wells Financial Advisors INC’s holdings, making the stock its 8th biggest position. Wells Financial Advisors INC’s holdings in SPDR Portfolio S&P 500 Growth ETF were worth $2,333,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also modified their holdings of the company. Optiver Holding B.V. purchased a new stake in SPDR Portfolio S&P 500 Growth ETF during the 3rd quarter worth approximately $25,000. United Financial Planning Group LLC purchased a new position in shares of SPDR Portfolio S&P 500 Growth ETF in the third quarter valued at approximately $25,000. Financial Life Planners purchased a new position in shares of SPDR Portfolio S&P 500 Growth ETF in the third quarter valued at approximately $26,000. CGC Financial Services LLC acquired a new stake in shares of SPDR Portfolio S&P 500 Growth ETF in the third quarter worth approximately $30,000. Finally, Rakuten Securities Inc. boosted its stake in shares of SPDR Portfolio S&P 500 Growth ETF by 2,535.7% in the fourth quarter. Rakuten Securities Inc. now owns 369 shares of the company’s stock worth $39,000 after acquiring an additional 355 shares during the last quarter.

SPDR Portfolio S&P 500 Growth ETF Stock Performance

Shares of SPYG opened at $112.39 on Friday. The stock has a 50 day moving average price of $104.06 and a 200 day moving average price of $105.46. SPDR Portfolio S&P 500 Growth ETF has a one year low of $82.53 and a one year high of $112.98. The stock has a market capitalization of $49.48 billion, a price-to-earnings ratio of 32.28 and a beta of 1.15.

SPDR Portfolio S&P 500 Growth ETF Profile

SPDR S&P 500 Growth ETF (the Fund), formerly SPDR Dow Jones Large Cap Growth ETF, focuses to provide investment results, which correspond to the total return performance of an index tracks the performance of exchange traded the equity securities. The SPDR S&P 500 Growth ETF matches the returns and characteristics of the S&P 500 Growth Index (the Index). The S&P 500 Growth Index measures the performance of the growth sector in the United States equity market. The selection universe for the S&P 500 Index includes all the United States common equities.