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Atlanta Financial Associates’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Atlanta Financial Associates’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 		$203K Hold
3,671
– – 0.1% 76
2020
Q4 		$203K Buy
+3,671
New +$193K 0.09% 76

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PPFA
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VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atlanta Financial Associates's SPYG Position: Q1 2021 in Review

Atlanta Financial Associates held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2021 at 3,671 shares worth $203K. The position accounts for 0.1% of the portfolio, ranked #76.

Atlanta Financial Associates first reported a position in SPYG in Q4 2020 and has held it in 2 quarters since. 549 funds tracked by Wall St. Rank hold SPYG as of Q1 2021.

  • Atlanta Financial Associates held 3,671 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $203K as of Q1 2021.
  • Atlanta Financial Associates left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2021.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.1% of Atlanta Financial Associates's portfolio in Q1 2021, its #76 holding.
  • Atlanta Financial Associates first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 2 quarters since.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.