EWP
SPYG icon

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

Engrave Wealth Partners’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
Q3 		– Sell
-1,292
Closed -$58K – 378
2020
Q2 		$58K Sell
1,292
-882
-41% -$36.6K 0.05% 104
2020
Q1 		$77K Hold
2,174
– – 0.09% 69
2019
Q4 		$91K Buy
+2,174
New +$87.1K 0.09% 84

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Engrave Wealth Partners's SPYG Position: Q3 2020 in Review

Engrave Wealth Partners sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2020, closing a stake of 1,292 shares — an estimated $58K sold.

Engrave Wealth Partners first reported a position in SPYG in Q4 2019 and held it in 3 quarters. The position peaked at $91K in Q4 2019. 481 funds tracked by Wall St. Rank hold SPYG as of Q3 2020.

  • Engrave Wealth Partners reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 1,292 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2020, an estimated $58K.
  • Engrave Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $91K in Q4 2019.
  • 481 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.