Arvest Bank Trust Division’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Arvest Bank Trust Division’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
2021 Q1	–	Sell	-8,483	Closed	-$469K	–	149
2020 Q4	$469K	Hold	8,483	–	–	0.03%	102
2020 Q3	$425K	Sell	8,483 -3,217	-27%	-$158K	0.03%	89
2020 Q2	$526K	Hold	11,700	–	–	0.04%	82
2020 Q1	$418K	Hold	11,700	–	–	0.04%	85
2019 Q4	$490K	Hold	11,700	–	–	0.03%	93
2019 Q3	$455K	Hold	11,700	–	–	0.03%	94
2019 Q2	$453K	Hold	11,700	–	–	0.03%	87
2019 Q1	$435K	Buy	+11,700	New	+$414K	0.03%	91

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 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

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

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

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

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

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

Arvest Bank Trust Division's SPYG Position: Q1 2021 in Review

Arvest Bank Trust Division sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2021, closing a stake of 8,483 shares — an estimated $469K sold.

Arvest Bank Trust Division first reported a position in SPYG in Q1 2019 and held it in 8 quarters. The position peaked at $526K in Q2 2020. 549 funds tracked by Wall St. Rank hold SPYG as of Q1 2021.

Arvest Bank Trust Division reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2021 after selling out during the quarter.
Arvest Bank Trust Division sold 8,483 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2021, an estimated $469K.
Arvest Bank Trust Division first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2019 and held it in 8 quarters.
Arvest Bank Trust Division's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $526K in Q2 2020.
549 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2021.

Based on Arvest Bank Trust Division's 13F filing for Q1 2021, filed 13 Apr 2021.