Integrated Wealth Management (Palm Desert)’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-400	Closed	-$11K	–	897
2016 Q3	$11K	Hold	400	–	–	﹤0.01%	745
2016 Q2	$10K	Hold	400	–	–	﹤0.01%	766
2016 Q1	$10K	Hold	400	–	–	﹤0.01%	710
2015 Q4	$10K	Hold	400	–	–	﹤0.01%	772
2015 Q3	$9K	Hold	400	–	–	﹤0.01%	792
2015 Q2	$10K	Hold	400	–	–	﹤0.01%	795
2015 Q1	$9K	Buy	+400	New	+$9.82K	﹤0.01%	793

Other funds holding SPYG

CDIA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SPYG Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2016, closing a stake of 400 shares — an estimated $11K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SPYG in Q1 2015 and held it in 7 quarters. The position peaked at $11K in Q3 2016. 67 funds tracked by Wall St. Rank hold SPYG as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 400 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2016, an estimated $11K.
Integrated Wealth Management (Palm Desert) first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $11K in Q3 2016.
67 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.