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

BKS 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
Q1 		$244K Sell
6,547
-97
-1% -$3.43K 0.1% 181
2018
Q4 		$216K Buy
6,644
+570
+9% +$19.9K 0.1% 185
2018
Q3 		$232K Buy
+6,074
New +$226K 0.09% 188

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BKS Advisors's SPYG Position: Q1 2019 in Review

BKS Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.5% in Q1 2019, selling an estimated $3.43K and leaving 6,547 shares worth $244K. The position accounts for 0.1% of the portfolio, ranked #181.

BKS Advisors first reported a position in SPYG in Q3 2018 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold SPYG as of Q1 2019.

  • BKS Advisors held 6,547 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $244K as of Q1 2019.
  • BKS Advisors sold 97 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2019, an estimated $3.43K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.1% of BKS Advisors's portfolio in Q1 2019, its #181 holding.
  • BKS Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2018 and has held it in 3 quarters since.
  • 300 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.