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

Beacon Pointe 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
2019
Q4 		$218K Buy
+5,194
New +$208K 0.04% 249

Other funds holding SPYG

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beacon Pointe Wealth Advisors's SPYG Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2019: 5,194 shares worth $218K. The stake represents 0.04% of the portfolio and ranks #249 among its holdings.

417 funds tracked by Wall St. Rank hold SPYG as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 5,194 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $218K as of Q4 2019.
  • State Street SPDR Portfolio S&P 500 Growth ETF was a new Beacon Pointe Wealth Advisors position in Q4 2019.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #249 holding.
  • 417 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.