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Dubuque Bank & Trust’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Dubuque Bank & Trust’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
Q2 		– Sell
-93
Closed -$3K – 540
2019
Q1 		$3K Buy
+93
New +$3.29K ﹤0.01% 627

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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return

Dubuque Bank & Trust's SPYG Position: Q2 2019 in Review

Dubuque Bank & Trust sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2019, closing a stake of 93 shares — an estimated $3K sold.

Dubuque Bank & Trust first reported a position in SPYG in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 327 funds tracked by Wall St. Rank hold SPYG as of Q2 2019.

  • Dubuque Bank & Trust reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Dubuque Bank & Trust sold 93 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2019, an estimated $3K.
  • Dubuque Bank & Trust first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2019 and held it in 1 quarter.
  • Dubuque Bank & Trust's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3K in Q1 2019.
  • 327 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2019.

Based on Dubuque Bank & Trust's 13F filing for Q2 2019, filed 10 Jul 2019.