Chessman Wealth Strategies RIA’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Chessman Wealth Strategies RIA’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 Q4	–	Sell	-6,127	Closed	-$238K	–	5
2019 Q3	$238K	Sell	6,127 -69,294	-92%	-$2.71M	6.49%	5
2019 Q2	$2.99M	Sell	75,421 -298,092	-80%	-$11.3M	16.23%	1
2019 Q1	$13.9M	Sell	373,513 -68,836	-16%	-$2.43M	11.89%	5
2018 Q4	$14.4M	Buy	442,349 +138,233	+45%	+$4.83M	15.31%	1
2018 Q3	$11.6M	Sell	304,116 -92,528	-23%	-$3.44M	10.23%	1
2018 Q2	$13.9M	Buy	396,644 +265,984	+204%	+$9.23M	12.27%	3
2018 Q1	$4.38M	Sell	130,660 -36,835	-22%	-$1.27M	5.52%	5
2017 Q4	$5.53M	Buy	+167,495	New	+$5.41M	5.53%	7

Other funds holding SPYG

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

CDIA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Chessman Wealth Strategies RIA's SPYG Position: Q4 2019 in Review

Chessman Wealth Strategies RIA sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2019, closing a stake of 6,127 shares — an estimated $238K sold.

Chessman Wealth Strategies RIA first reported a position in SPYG in Q4 2017 and held it in 8 quarters. The position peaked at $14.4M in Q4 2018. 417 funds tracked by Wall St. Rank hold SPYG as of Q4 2019.

Chessman Wealth Strategies RIA reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2019 after selling out during the quarter.
Chessman Wealth Strategies RIA sold 6,127 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2019, an estimated $238K.
Chessman Wealth Strategies RIA first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2017 and held it in 8 quarters.
Chessman Wealth Strategies RIA's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $14.4M in Q4 2018.
417 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2019.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2019, filed 17 Jan 2020.