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

Allegis Investment Advisors’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
2018
Q1 		$21.6M Buy
645,307
+105,461
+20% +$3.63M 6.63% 1
2017
Q4 		$17.8M Buy
+539,846
New +$17.4M 5.25% 1

Other funds holding SPYG

HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DDPOM
Delta Dental Plan of Michigan Okemos, Michigan $333M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Allegis Investment Advisors's SPYG Position: Q1 2018 in Review

Allegis Investment Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 20% in Q1 2018, buying an estimated $3.63M and bringing the position to 645,307 shares worth $21.6M. The position accounts for 6.63% of the portfolio, ranked #1.

Allegis Investment Advisors first reported a position in SPYG in Q4 2017 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold SPYG as of Q1 2018.

  • Allegis Investment Advisors held 645,307 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $21.6M as of Q1 2018.
  • Allegis Investment Advisors bought 105,461 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2018, an estimated $3.63M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 6.63% of Allegis Investment Advisors's portfolio in Q1 2018, its #1 holding.
  • Allegis Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2017 and has held it in 2 quarters since.
  • 171 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2018.

Based on Allegis Investment Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.