Advisory Resource Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Advisory Resource Group’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 Q4	–	Sell	-49,321	Closed	-$2.47M	–	109
2020 Q3	$2.47M	Buy	+49,321	New	+$2.42M	1.45%	13
2019 Q4	–	Sell	-54,917	Closed	-$2.14M	–	79
2019 Q3	$2.14M	Buy	54,917 +1,175	+2%	+$45.9K	1.15%	15
2019 Q2	$2.08M	Buy	53,742 +23,678	+79%	+$899K	1.14%	14
2019 Q1	$1.14M	Buy	30,064 +287	+1%	+$10.1K	0.63%	24
2018 Q4	$968K	Buy	+29,777	New	+$1.04M	0.59%	24

Other funds holding SPYG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Resource Group's SPYG Position: Q4 2020 in Review

Advisory Resource Group sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2020, closing a stake of 49,321 shares — an estimated $2.47M sold.

Advisory Resource Group first reported a position in SPYG in Q4 2018 and held it in 5 quarters. The position peaked at $2.47M in Q3 2020. 546 funds tracked by Wall St. Rank hold SPYG as of Q4 2020.

Advisory Resource Group reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2020 after selling out during the quarter.
Advisory Resource Group sold 49,321 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2020, an estimated $2.47M.
Advisory Resource Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2018 and held it in 5 quarters.
Advisory Resource Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.47M in Q3 2020.
546 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2020.

Based on Advisory Resource Group's 13F filing for Q4 2020, filed 23 Feb 2021.