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

Bell Rock Capital’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
2020
Q1 		– Sell
-953
Closed -$39K – 270
2019
Q4 		$39K Buy
+953
New +$38.2K 0.03% 234
2019
Q1 		– Sell
-1
Closed – – 465
2018
Q4 		$0 Buy
+1
New +$35 ﹤0.01% 467

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Bell Rock Capital's SPYG Position: Q1 2020 in Review

Bell Rock Capital sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2020, closing a stake of 953 shares — an estimated $39K sold.

Bell Rock Capital first reported a position in SPYG in Q4 2018 and held it in 2 quarters. The position peaked at $39K in Q4 2019. 419 funds tracked by Wall St. Rank hold SPYG as of Q1 2020.

  • Bell Rock Capital reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Bell Rock Capital sold 953 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2020, an estimated $39K.
  • Bell Rock Capital first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2018 and held it in 2 quarters.
  • Bell Rock Capital's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $39K in Q4 2019.
  • 419 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.