IC
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Intersect Capital’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Intersect Capital’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
2015
Q2 		– Sell
-20
Closed – – 330
2015
Q1 		$0 Buy
+20
New +$491 ﹤0.01% 480

Other funds holding SPYG

CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Starfire Investment Advisers Southfield, Michigan $209M AUM 2.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Intersect Capital's SPYG Position: Q2 2015 in Review

Intersect Capital sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2015, closing a stake of 20 shares.

Intersect Capital first reported a position in SPYG in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 57 funds tracked by Wall St. Rank hold SPYG as of Q2 2015.

  • Intersect Capital reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2015 after selling out during the quarter.
  • Intersect Capital sold 20 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2015.
  • Intersect Capital first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2015 and held it in 1 quarter.
  • Intersect Capital's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $0 in Q1 2015.
  • 57 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2015.

Based on Intersect Capital's 13F filing for Q2 2015, filed 3 Aug 2015.