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

Harborview 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
2021 Q3	$1.59M	Sell	24,877 -859	-3%	-$56.7K	0.89%	23
2021 Q2	$1.62M	Sell	25,736 -2,411	-9%	-$145K	0.91%	24
2021 Q1	$1.59M	Buy	28,147 +587	+2%	+$32.9K	0.96%	23
2020 Q4	$1.52M	Sell	27,560 -4,803	-15%	-$252K	1.02%	23
2020 Q3	$1.62M	Sell	32,363 -2,435	-7%	-$119K	1.24%	15
2020 Q2	$1.56M	Buy	34,798 +16,936	+95%	+$703K	1.29%	16
2020 Q1	$638K	Buy	+17,862	New	+$732K	0.64%	33

Other funds holding SPYG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harborview Advisors's SPYG Position: Q3 2021 in Review

Harborview Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.3% in Q3 2021, selling an estimated $56.7K and leaving 24,877 shares worth $1.59M. The position accounts for 0.89% of the portfolio, ranked #23.

Harborview Advisors first reported a position in SPYG in Q1 2020 and has held it in 7 quarters since. The position peaked at $1.62M in Q3 2020. 603 funds tracked by Wall St. Rank hold SPYG as of Q3 2021.

Harborview Advisors held 24,877 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.59M as of Q3 2021.
Harborview Advisors sold 859 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2021, an estimated $56.7K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.89% of Harborview Advisors's portfolio in Q3 2021, its #23 holding.
Harborview Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and has held it in 7 quarters since.
Harborview Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.62M in Q3 2020.
603 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.