Aviance Capital Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Aviance Capital Management’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 Q4	–	Sell	-47,704	Closed	-$1.25M	–	304
2016 Q3	$1.25M	Buy	47,704 +19,028	+66%	+$499K	0.03%	195
2016 Q2	$723K	Buy	+28,676	New	+$720K	0.02%	227

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

RJA

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Aviance Capital Management's SPYG Position: Q4 2016 in Review

Aviance Capital Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2016, closing a stake of 47,704 shares — an estimated $1.25M sold.

Aviance Capital Management first reported a position in SPYG in Q2 2016 and held it in 2 quarters. The position peaked at $1.25M in Q3 2016. 67 funds tracked by Wall St. Rank hold SPYG as of Q4 2016.

Aviance Capital Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2016 after selling out during the quarter.
Aviance Capital Management sold 47,704 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2016, an estimated $1.25M.
Aviance Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2016 and held it in 2 quarters.
Aviance Capital Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.25M in Q3 2016.
67 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2016.

Based on Aviance Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.