AIM
SPYG icon

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

Advantage Investment 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
2019
Q1 		– Sell
-526
Closed -$17K – 997
2018
Q4 		$17K Buy
+526
New +$18.4K 0.01% 547
2018
Q3 		– Sell
-111
Closed -$4K – 1076
2018
Q2 		$4K Sell
111
-401
-78% -$13.9K ﹤0.01% 800
2018
Q1 		$17K Buy
+512
New +$17.6K 0.01% 588

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advantage Investment Management's SPYG Position: Q1 2019 in Review

Advantage Investment Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2019, closing a stake of 526 shares — an estimated $17K sold.

Advantage Investment Management first reported a position in SPYG in Q1 2018 and held it in 3 quarters. The position peaked at $17K in Q4 2018. 300 funds tracked by Wall St. Rank hold SPYG as of Q1 2019.

  • Advantage Investment Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Advantage Investment Management sold 526 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2019, an estimated $17K.
  • Advantage Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2018 and held it in 3 quarters.
  • Advantage Investment Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $17K in Q4 2018.
  • 300 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2019.

Based on Advantage Investment Management's 13F filing for Q1 2019, filed 15 May 2019.