IFWM
SPYG icon

Institute for Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Institute for Wealth 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
2020
Q1 		– Sell
-1,601
Closed -$67K – 648
2019
Q4 		$67K Buy
+1,601
New +$64.2K 0.02% 498

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
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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Institute for Wealth Management's SPYG Position: Q1 2020 in Review

Institute for Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2020, closing a stake of 1,601 shares — an estimated $67K sold.

Institute for Wealth Management first reported a position in SPYG in Q4 2019 and held it in 1 quarter. The position peaked at $67K in Q4 2019. 419 funds tracked by Wall St. Rank hold SPYG as of Q1 2020.

  • Institute for Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 1,601 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2020, an estimated $67K.
  • Institute for Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $67K in Q4 2019.
  • 419 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.