Blue Bell Private Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Blue Bell Private 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	-11,503	Closed	-$736K	–	859
2021 Q3	$736K	Buy	11,503 +10,003	+667%	+$661K	0.22%	46
2021 Q2	$94K	Sell	1,500 -2,100	-58%	-$126K	0.03%	97
2021 Q1	$203K	Buy	+3,600	New	+$202K	0.06%	78
2018 Q2	–	Sell	-3,600	Closed	-$120K	–	228
2018 Q1	$120K	Hold	3,600	–	–	0.05%	88
2017 Q4	$118K	Buy	+3,600	New	+$116K	0.05%	93
2017 Q2	–	Sell	-3,600	Closed	-$102K	–	258
2017 Q1	$102K	Buy	+3,600	New	+$99.8K	0.06%	96
2016 Q3	–	Sell	-3,600	Closed	-$91K	–	439
2016 Q2	$91K	Hold	3,600	–	–	0.06%	146
2016 Q1	$90K	Hold	3,600	–	–	0.06%	158
2015 Q4	$90K	Hold	3,600	–	–	0.06%	158
2015 Q3	$84K	Sell	3,600 -400	-10%	-$9.83K	0.06%	157
2015 Q2	$99K	Hold	4,000	–	–	0.06%	144
2015 Q1	$98K	Hold	4,000	–	–	0.06%	146
2014 Q4	$96K	Hold	4,000	–	–	0.06%	161
2014 Q3	$93K	Buy	+4,000	New	+$92.2K	0.06%	168
2014 Q2	–	Sell	-4,000	Closed	-$86K	–	425
2014 Q1	$86K	Hold	4,000	–	–	0.06%	150
2013 Q4	$86K	Buy	+4,000	New	+$81.6K	0.07%	142

Other funds holding SPYG

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Blue Bell Private Wealth Management's SPYG Position: Q4 2021 in Review

Blue Bell Private Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2021, closing a stake of 11,503 shares — an estimated $736K sold.

Blue Bell Private Wealth Management first reported a position in SPYG in Q4 2013 and held it in 16 quarters. The position peaked at $736K in Q3 2021. 722 funds tracked by Wall St. Rank hold SPYG as of Q4 2021.

Blue Bell Private 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.
Blue Bell Private Wealth Management sold 11,503 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2021, an estimated $736K.
Blue Bell Private Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2013 and held it in 16 quarters.
Blue Bell Private Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $736K 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 Blue Bell Private Wealth Management's 13F filing for Q4 2021, filed 26 Jan 2022.