BHWM
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Bay Harbor Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Bay Harbor Wealth 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
2021
Q4 		– Sell
-1,813
Closed -$116K – 205
2021
Q3 		$116K Buy
+1,813
New +$120K 0.05% 55

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
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
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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Bay Harbor Wealth Management's SPYG Position: Q4 2021 in Review

Bay Harbor Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2021, closing a stake of 1,813 shares — an estimated $116K sold.

Bay Harbor Wealth Management first reported a position in SPYG in Q3 2021 and held it in 1 quarter. The position peaked at $116K in Q3 2021. 722 funds tracked by Wall St. Rank hold SPYG as of Q4 2021.

  • Bay Harbor Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 1,813 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2021, an estimated $116K.
  • Bay Harbor Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2021 and held it in 1 quarter.
  • Bay Harbor Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $116K 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 Bay Harbor Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.