Atlas Private Wealth Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-233	Closed	-$15K	–	618
2021 Q3	$15K	Hold	233	–	–	0.01%	408
2021 Q2	$15K	Buy	233 +31	+15%	+$1.86K	0.01%	409
2021 Q1	$11K	Buy	202 +32	+19%	+$1.79K	0.01%	487
2020 Q4	$9K	Buy	170 +100	+143%	+$5.25K	0.01%	441
2020 Q3	$4K	Buy	+70	New	+$3.43K	﹤0.01%	508

Other funds holding SPYG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Atlas Private Wealth Advisors's SPYG Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2021, closing a stake of 233 shares — an estimated $15K sold.

Atlas Private Wealth Advisors first reported a position in SPYG in Q3 2020 and held it in 5 quarters. The position peaked at $15K in Q3 2021. 722 funds tracked by Wall St. Rank hold SPYG as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 233 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2021, an estimated $15K.
Atlas Private Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2020 and held it in 5 quarters.
Atlas Private Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $15K in Q3 2021.
722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.