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

Clearwater Capital 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
2020
Q1 		– Sell
-11,640
Closed -$488K – 161
2019
Q4 		$488K Sell
11,640
-2,174
-16% -$87.1K 0.08% 125
2019
Q3 		$537K Sell
13,814
-552
-4% -$21.6K 0.09% 128
2019
Q2 		$556K Sell
14,366
-322
-2% -$12.2K 0.1% 138
2019
Q1 		$547K Sell
14,688
-992
-6% -$35.1K 0.1% 140
2018
Q4 		$510K Sell
15,680
-1,288
-8% -$45K 0.11% 139
2018
Q3 		$649K Sell
16,968
-1,703
-9% -$63.2K 0.13% 129
2018
Q2 		$656K Sell
18,671
-56
-0.3% -$1.94K 0.13% 119
2018
Q1 		$628K Buy
18,727
+863
+5% +$29.7K 0.13% 118
2017
Q4 		$590K Sell
17,864
-6,020
-25% -$194K 0.13% 115
2017
Q3 		$749K Sell
23,884
-412
-2% -$12.5K 0.17% 107
2017
Q2 		$721K Sell
24,296
-5,016
-17% -$147K 0.18% 102
2017
Q1 		$831K Sell
29,312
-12,236
-29% -$339K 0.23% 91
2016
Q4 		$1.1M Buy
41,548
+12,720
+44% +$332K 0.38% 72
2016
Q3 		$753K Buy
28,828
+428
+2% +$11.2K 0.26% 81
2016
Q2 		$721K Buy
+28,400
New +$713K 0.27% 81

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Clearwater Capital Advisors's SPYG Position: Q1 2020 in Review

Clearwater Capital Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2020, closing a stake of 11,640 shares — an estimated $488K sold.

Clearwater Capital Advisors first reported a position in SPYG in Q2 2016 and held it in 15 quarters. The position peaked at $1.1M in Q4 2016. 419 funds tracked by Wall St. Rank hold SPYG as of Q1 2020.

  • Clearwater Capital Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Clearwater Capital Advisors sold 11,640 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2020, an estimated $488K.
  • Clearwater Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2016 and held it in 15 quarters.
  • Clearwater Capital Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.1M in Q4 2016.
  • 419 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2020.

Based on Clearwater Capital Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.