SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) Shares Acquired by Rooted Wealth Advisors Inc.

Rooted Wealth Advisors Inc. lifted its stake in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) by 7.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 140,466 shares of the company’s stock after buying an additional 10,308 shares during the period. SPDR Portfolio S&P 500 Growth ETF makes up approximately 4.9% of Rooted Wealth Advisors Inc.’s investment portfolio, making the stock its 4th biggest holding. Rooted Wealth Advisors Inc.’s holdings in SPDR Portfolio S&P 500 Growth ETF were worth $12,452,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Brown Brothers Harriman & Co. acquired a new stake in shares of SPDR Portfolio S&P 500 Growth ETF during the third quarter worth $36,000. Valued Wealth Advisors LLC acquired a new stake in shares of SPDR Portfolio S&P 500 Growth ETF during the fourth quarter worth $41,000. Costello Asset Management INC lifted its stake in shares of SPDR Portfolio S&P 500 Growth ETF by 58.0% during the third quarter. Costello Asset Management INC now owns 545 shares of the company’s stock worth $45,000 after buying an additional 200 shares during the period. Urban Financial Advisory Corp acquired a new stake in shares of SPDR Portfolio S&P 500 Growth ETF during the third quarter worth $45,000. Finally, West Branch Capital LLC lifted its stake in shares of SPDR Portfolio S&P 500 Growth ETF by 916.1% during the fourth quarter. West Branch Capital LLC now owns 569 shares of the company’s stock worth $50,000 after buying an additional 513 shares during the period.

SPDR Portfolio S&P 500 Growth ETF Price Performance

Shares of SPDR Portfolio S&P 500 Growth ETF stock opened at $92.12 on Friday. The firm has a fifty day moving average price of $89.83 and a 200 day moving average price of $84.92. SPDR Portfolio S&P 500 Growth ETF has a 1 year low of $68.48 and a 1 year high of $92.76. The stock has a market cap of $31.62 billion, a PE ratio of 27.22 and a beta of 1.14.

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).