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Genovese Burford & Brothers Wealth & Retirement Plan Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2018
Q3 		– Sell
-1,087
Closed -$38K – 329
2018
Q2 		$38K Buy
1,087
+295
+37% +$10.2K 0.01% 198
2018
Q1 		$27K Buy
792
+289
+57% +$9.96K 0.01% 220
2017
Q4 		$18K Buy
+503
New +$16.2K 0.05% 153

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's SPYG Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2018, closing a stake of 1,087 shares — an estimated $38K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in SPYG in Q4 2017 and held it in 3 quarters. The position peaked at $38K in Q2 2018. 238 funds tracked by Wall St. Rank hold SPYG as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 1,087 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2018, an estimated $38K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2017 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $38K in Q2 2018.
  • 238 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.