American Economic Planning Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

American Economic Planning 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
2016 Q2	–	Sell	-9,176	Closed	-$231K	–	65
2016 Q1	$231K	Buy	9,176 +36	+0.4%	+$856	0.09%	47
2015 Q4	$229K	Buy	9,140 +40	+0.4%	+$1.01K	0.09%	48
2015 Q3	$212K	Buy	9,100 +40	+0.4%	+$983	0.09%	40
2015 Q2	$223K	Buy	9,060 +32	+0.4%	+$802	0.09%	39
2015 Q1	$222K	Buy	9,028 +32	+0.4%	+$786	0.08%	38
2014 Q4	$218K	Buy	+8,996	New	+$213K	0.08%	39

Other funds holding SPYG

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CDIA

Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SIA

Starfire Investment Advisers Southfield, Michigan $209M AUM 2.6% 1-Year Est. Return

American Economic Planning Group's SPYG Position: Q2 2016 in Review

American Economic Planning Group sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2016, closing a stake of 9,176 shares — an estimated $231K sold.

American Economic Planning Group first reported a position in SPYG in Q4 2014 and held it in 6 quarters. The position peaked at $231K in Q1 2016. 64 funds tracked by Wall St. Rank hold SPYG as of Q2 2016.

American Economic Planning Group reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2016 after selling out during the quarter.
American Economic Planning Group sold 9,176 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2016, an estimated $231K.
American Economic Planning Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2014 and held it in 6 quarters.
American Economic Planning Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $231K in Q1 2016.
64 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2016.

Based on American Economic Planning Group's 13F filing for Q2 2016, filed 9 Aug 2016.