JCM
SPYG icon

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

Julex Capital 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
2019
Q3 		$10K Buy
253
+139
+122% +$5.43K 0.02% 36
2019
Q2 		$4K Sell
114
-498
-81% -$18.9K ﹤0.01% 54
2019
Q1 		$22.8K Buy
+612
New +$21.6K 0.02% 30

Other funds holding SPYG

HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Julex Capital Management's SPYG Position: Q3 2019 in Review

Julex Capital Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 122% in Q3 2019, buying an estimated $5.43K and bringing the position to 253 shares worth $10K. The position accounts for 0.02% of the portfolio, ranked #36.

Julex Capital Management first reported a position in SPYG in Q1 2019 and has held it in 3 quarters since. The position peaked at $22.8K in Q1 2019. 343 funds tracked by Wall St. Rank hold SPYG as of Q3 2019.

  • Julex Capital Management held 253 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $10K as of Q3 2019.
  • Julex Capital Management bought 139 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2019, an estimated $5.43K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Julex Capital Management's portfolio in Q3 2019, its #36 holding.
  • Julex Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2019 and has held it in 3 quarters since.
  • Julex Capital Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $22.8K in Q1 2019.
  • 343 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.