CF
SPYG icon

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

Copperwynd Financial’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
Q1 		– Sell
-76,461
Closed -$2.48M – 111
2018
Q4 		$2.48M Sell
76,461
-8,475
-10% -$296K 1.54% 12
2018
Q3 		$3.25M Buy
+84,936
New +$3.15M 1.97% 17

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Copperwynd Financial's SPYG Position: Q1 2019 in Review

Copperwynd Financial sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2019, closing a stake of 76,461 shares — an estimated $2.48M sold.

Copperwynd Financial first reported a position in SPYG in Q3 2018 and held it in 2 quarters. The position peaked at $3.25M in Q3 2018. 300 funds tracked by Wall St. Rank hold SPYG as of Q1 2019.

  • Copperwynd Financial reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Copperwynd Financial sold 76,461 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2019, an estimated $2.48M.
  • Copperwynd Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2018 and held it in 2 quarters.
  • Copperwynd Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.25M in Q3 2018.
  • 300 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2019.

Based on Copperwynd Financial's 13F filing for Q1 2019, filed 13 May 2019.