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

Catalyst Private Wealth’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
2020
Q4 		– Sell
-2,586
Closed -$130K – 253
2020
Q3 		$130K Buy
+2,586
New +$127K 0.13% 70

Other funds holding SPYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Catalyst Private Wealth's SPYG Position: Q4 2020 in Review

Catalyst Private Wealth sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2020, closing a stake of 2,586 shares — an estimated $130K sold.

Catalyst Private Wealth first reported a position in SPYG in Q3 2020 and held it in 1 quarter. The position peaked at $130K in Q3 2020. 546 funds tracked by Wall St. Rank hold SPYG as of Q4 2020.

  • Catalyst Private Wealth reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 2,586 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2020, an estimated $130K.
  • Catalyst Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $130K in Q3 2020.
  • 546 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.