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SPYG icon

20/20 Capital Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

20/20 Capital Management’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
2021
Q2 		$10.2M Buy
162,250
+12,813
+9% +$769K 2.65% 11
2021
Q1 		$8.43M Sell
149,437
-12,483
-8% -$699K 2.44% 12
2020
Q4 		$9.24M Buy
161,920
+132,673
+454% +$6.97M 2.7% 9
2020
Q3 		$1.47M Buy
+29,247
New +$1.43M 0.55% 34

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

20/20 Capital Management's SPYG Position: Q2 2021 in Review

20/20 Capital Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 8.6% in Q2 2021, buying an estimated $769K and bringing the position to 162,250 shares worth $10.2M. The position accounts for 2.65% of the portfolio, ranked #11.

20/20 Capital Management first reported a position in SPYG in Q3 2020 and has held it in 4 quarters since. 576 funds tracked by Wall St. Rank hold SPYG as of Q2 2021.

  • 20/20 Capital Management held 162,250 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $10.2M as of Q2 2021.
  • 20/20 Capital Management bought 12,813 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2021, an estimated $769K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 2.65% of 20/20 Capital Management's portfolio in Q2 2021, its #11 holding.
  • 20/20 Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2020 and has held it in 4 quarters since.
  • 576 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.