SPDR Portfolio S&P 500 Growth ETF $SPYG Stock Position Decreased by Vertrix Wealth Management LLC

Vertrix Wealth Management LLC lessened its stake in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) by 7.2% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 74,107 shares of the company’s stock after selling 5,718 shares during the period. SPDR Portfolio S&P 500 Growth ETF makes up about 3.0% of Vertrix Wealth Management LLC’s investment portfolio, making the stock its 7th largest holding. Vertrix Wealth Management LLC’s holdings in SPDR Portfolio S&P 500 Growth ETF were worth $8,818,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the stock. StoneCrest Wealth Management Inc. purchased a new position in SPDR Portfolio S&P 500 Growth ETF during the second quarter valued at $3,537,000. Roan Capital Partners grew its stake in shares of SPDR Portfolio S&P 500 Growth ETF by 3.3% in the second quarter. Roan Capital Partners now owns 42,816 shares of the company’s stock worth $5,095,000 after acquiring an additional 1,361 shares during the last quarter. Sax Wealth Advisors LLC increased its holdings in shares of SPDR Portfolio S&P 500 Growth ETF by 620.7% during the second quarter. Sax Wealth Advisors LLC now owns 15,920 shares of the company’s stock valued at $1,894,000 after acquiring an additional 13,711 shares in the last quarter. Everpar Advisors LLC increased its holdings in shares of SPDR Portfolio S&P 500 Growth ETF by 41.8% during the second quarter. Everpar Advisors LLC now owns 64,889 shares of the company’s stock valued at $7,721,000 after acquiring an additional 19,125 shares in the last quarter. Finally, Breakwater Capital Group raised its position in shares of SPDR Portfolio S&P 500 Growth ETF by 0.5% in the 2nd quarter. Breakwater Capital Group now owns 89,548 shares of the company’s stock worth $10,655,000 after purchasing an additional 459 shares during the last quarter.

SPDR Portfolio S&P 500 Growth ETF Stock Performance

Shares of SPDR Portfolio S&P 500 Growth ETF stock opened at $123.02 on Monday. The company has a 50-day simple moving average of $118.02 and a two-hundred day simple moving average of $111.10. The stock has a market capitalization of $54.46 billion, a PE ratio of 32.28 and a beta of 1.17. SPDR Portfolio S&P 500 Growth ETF has a 52-week low of $93.61 and a 52-week high of $124.04.

SPDR Portfolio S&P 500 Growth ETF Company 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.