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

Cardan Capital Partners’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
2018 Q4	–	Sell	-179,914	Closed	-$6.88M	–	199
2018 Q3	$6.88M	Sell	179,914 -1,722	-0.9%	-$63.9K	1.08%	26
2018 Q2	$6.38M	Sell	181,636 -1,066	-0.6%	-$37K	1.04%	27
2018 Q1	$6.12M	Buy	+182,702	New	+$6.3M	1.02%	26

Other funds holding SPYG

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CDIA

Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cardan Capital Partners's SPYG Position: Q4 2018 in Review

Cardan Capital Partners sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2018, closing a stake of 179,914 shares — an estimated $6.88M sold.

Cardan Capital Partners first reported a position in SPYG in Q1 2018 and held it in 3 quarters. The position peaked at $6.88M in Q3 2018. 268 funds tracked by Wall St. Rank hold SPYG as of Q4 2018.

Cardan Capital Partners reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2018 after selling out during the quarter.
Cardan Capital Partners sold 179,914 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2018, an estimated $6.88M.
Cardan Capital Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2018 and held it in 3 quarters.
Cardan Capital Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.88M in Q3 2018.
268 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2018.

Based on Cardan Capital Partners's 13F filing for Q4 2018, filed 29 Jan 2019.