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

IFC Holdings’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 Q1	–	Sell	-90,042	Closed	-$2.97M	–	367
2017 Q4	$2.97M	Buy	90,042 +678	+0.8%	+$21.9K	0.2%	68
2017 Q3	$2.77M	Buy	89,364 +6,788	+8%	+$207K	0.19%	79
2017 Q2	$2.44M	Buy	+82,576	New	+$2.42M	0.19%	84
2014 Q3	–	Sell	-11,004	Closed	-$251K	–	373
2014 Q2	$251K	Sell	11,004 -9,500	-46%	-$209K	0.05%	287
2014 Q1	$438K	Sell	20,504 -19,576	-49%	-$419K	0.09%	179
2013 Q4	$850K	Sell	40,080 -948	-2%	-$19.3K	0.18%	128
2013 Q3	$792K	Buy	41,028 +768	+2%	+$14.7K	0.17%	142
2013 Q2	$730K	Buy	+40,260	New	+$739K	0.17%	145

Other funds holding SPYG

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

CDIA

Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return

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

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

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

FWM

Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

DDPOM

Delta Dental Plan of Michigan Okemos, Michigan $333M AUM

AIA

Allegis Investment Advisors Idaho Falls, Idaho $326M AUM 10.36% 1-Year Est. Return

IFC Holdings's SPYG Position: Q1 2018 in Review

IFC Holdings sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2018, closing a stake of 90,042 shares — an estimated $2.97M sold.

IFC Holdings first reported a position in SPYG in Q2 2013 and held it in 8 quarters. The position peaked at $2.97M in Q4 2017. 171 funds tracked by Wall St. Rank hold SPYG as of Q1 2018.

IFC Holdings reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 90,042 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2018, an estimated $2.97M.
IFC Holdings first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2013 and held it in 8 quarters.
IFC Holdings's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.97M in Q4 2017.
171 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.