SPDR Portfolio S&P 500 Growth ETF $SPYG is Kozak & Associates Inc.’s 2nd Largest Position

Kozak & Associates Inc. boosted its holdings in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) by 33.8% during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 409,311 shares of the company’s stock after acquiring an additional 103,398 shares during the quarter. SPDR Portfolio S&P 500 Growth ETF accounts for about 8.4% of Kozak & Associates Inc.’s investment portfolio, making the stock its 2nd largest position. Kozak & Associates Inc. owned 0.09% of SPDR Portfolio S&P 500 Growth ETF worth $48,479,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. United Financial Planning Group LLC bought a new position in shares of SPDR Portfolio S&P 500 Growth ETF in the third quarter worth approximately $25,000. Hantz Financial Services Inc. raised its stake in SPDR Portfolio S&P 500 Growth ETF by 583.8% in the fourth quarter. Hantz Financial Services Inc. now owns 253 shares of the company’s stock valued at $27,000 after purchasing an additional 216 shares in the last quarter. Financial Life Planners bought a new stake in SPDR Portfolio S&P 500 Growth ETF during the first quarter valued at approximately $27,000. New Millennium Group LLC bought a new stake in SPDR Portfolio S&P 500 Growth ETF during the fourth quarter valued at approximately $29,000. Finally, Indiana Trust & Investment Management Co purchased a new position in SPDR Portfolio S&P 500 Growth ETF in the 1st quarter worth approximately $27,000.

SPDR Portfolio S&P 500 Growth ETF Price Performance

Shares of NYSEARCA:SPYG opened at $119.66 on Tuesday. The company’s fifty day moving average price is $117.86 and its 200-day moving average price is $110.67. The firm has a market capitalization of $52.93 billion, a price-to-earnings ratio of 32.28 and a beta of 1.17. SPDR Portfolio S&P 500 Growth ETF has a one year low of $93.61 and a one year high of $122.92.

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.