Atherton Lane Advisers’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Atherton Lane Advisers’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
2015 Q4	$1.1M	Sell	43,820 -640	-1%	-$16.1K	0.06%	97
2015 Q3	$1.04M	Hold	44,460	–	–	0.06%	96
2015 Q2	$1.1M	Hold	44,460	–	–	0.06%	97
2015 Q1	$1.1M	Hold	44,460	–	–	0.06%	107
2014 Q4	$1.08M	Buy	44,460 +140	+0.3%	+$3.31K	0.06%	110
2014 Q3	$1.02M	Buy	44,320 +6,500	+17%	+$150K	0.06%	111
2014 Q2	$860K	Buy	+37,820	New	+$830K	0.05%	124

Other funds holding SPYG

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Atherton Lane Advisers's SPYG Position: Q4 2015 in Review

Atherton Lane Advisers reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.4% in Q4 2015, selling an estimated $16.1K and leaving 43,820 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #97.

Atherton Lane Advisers first reported a position in SPYG in Q2 2014 and has held it in 7 quarters since. 58 funds tracked by Wall St. Rank hold SPYG as of Q4 2015.

Atherton Lane Advisers held 43,820 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.1M as of Q4 2015.
Atherton Lane Advisers sold 640 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2015, an estimated $16.1K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of Atherton Lane Advisers's portfolio in Q4 2015, its #97 holding.
Atherton Lane Advisers first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2014 and has held it in 7 quarters since.
58 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.