BHK Investment Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

BHK Investment 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	–	Sell	-6,280	Closed	-$244K	–	79
2019 Q3	$244K	Hold	6,280	–	–	0.14%	71
2019 Q2	$243K	Sell	6,280 -5,300	-46%	-$201K	0.14%	77
2019 Q1	$431K	Buy	11,580 +5,300	+84%	+$187K	0.26%	55
2018 Q4	$204K	Hold	6,280	–	–	0.15%	65
2018 Q3	$240K	Buy	6,280 +100	+2%	+$3.71K	0.16%	67
2018 Q2	$217K	Buy	+6,180	New	+$214K	0.15%	70

Other funds holding SPYG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

BHK Investment Advisors's SPYG Position: Q4 2019 in Review

BHK Investment Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2019, closing a stake of 6,280 shares — an estimated $244K sold.

BHK Investment Advisors first reported a position in SPYG in Q2 2018 and held it in 6 quarters. The position peaked at $431K in Q1 2019. 417 funds tracked by Wall St. Rank hold SPYG as of Q4 2019.

BHK Investment Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2019 after selling out during the quarter.
BHK Investment Advisors sold 6,280 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2019, an estimated $244K.
BHK Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2018 and held it in 6 quarters.
BHK Investment Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $431K in Q1 2019.
417 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2019.

Based on BHK Investment Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.