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

CapWealth 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
2016
Q1 		– Sell
-40
Closed -$1K – 327
2015
Q4 		$1K Hold
40
– – ﹤0.01% 267
2015
Q3 		$1K Hold
40
– – ﹤0.01% 267
2015
Q2 		$1K Buy
+40
New +$1K ﹤0.01% 281

Other funds holding SPYG

CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SIA
Starfire Investment Advisers Southfield, Michigan $209M AUM 2.6% 1-Year Est. Return

CapWealth Advisors's SPYG Position: Q1 2016 in Review

CapWealth Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2016, closing a stake of 40 shares — an estimated $1K sold.

CapWealth Advisors first reported a position in SPYG in Q2 2015 and held it in 3 quarters. The position peaked at $1K in Q4 2015. 68 funds tracked by Wall St. Rank hold SPYG as of Q1 2016.

  • CapWealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2016 after selling out during the quarter.
  • CapWealth Advisors sold 40 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2016, an estimated $1K.
  • CapWealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2015 and held it in 3 quarters.
  • CapWealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1K in Q4 2015.
  • 68 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2016.

Based on CapWealth Advisors's 13F filing for Q1 2016, filed 11 May 2016.