Accurate Investment Solutions’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Accurate Investment Solutions’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
2020 Q2	–	Sell	-25	Closed	-$1K	–	342
2020 Q1	$1K	Hold	25	–	–	﹤0.01%	414
2019 Q4	$1K	Hold	25	–	–	﹤0.01%	419
2019 Q3	$1K	Hold	25	–	–	﹤0.01%	356
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	384
2019 Q1	$1K	Sell	25 -896	-97%	-$31.7K	﹤0.01%	352
2018 Q4	$30K	Sell	921 -91,721	-99%	-$3.21M	0.03%	131
2018 Q3	$3.54M	Buy	92,642 +63,378	+217%	+$2.35M	2.45%	23
2018 Q2	$1.03M	Buy	+29,264	New	+$1.02M	0.76%	36

Other funds holding SPYG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Accurate Investment Solutions's SPYG Position: Q2 2020 in Review

Accurate Investment Solutions sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2020, closing a stake of 25 shares — an estimated $1K sold.

Accurate Investment Solutions first reported a position in SPYG in Q2 2018 and held it in 8 quarters. The position peaked at $3.54M in Q3 2018. 460 funds tracked by Wall St. Rank hold SPYG as of Q2 2020.

Accurate Investment Solutions reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2020 after selling out during the quarter.
Accurate Investment Solutions sold 25 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2020, an estimated $1K.
Accurate Investment Solutions first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2018 and held it in 8 quarters.
Accurate Investment Solutions's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.54M in Q3 2018.
460 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.