Kavar Capital Partners Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Kavar Capital Partners Group’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
2021 Q1	–	Sell	-9,023	Closed	-$499K	–	153
2020 Q4	$499K	Hold	9,023	–	–	0.14%	103
2020 Q3	$452K	Sell	9,023 -1,935	-18%	-$94.8K	0.15%	101
2020 Q2	$492K	Hold	10,958	–	–	0.19%	90
2020 Q1	$392K	Hold	10,958	–	–	0.19%	84
2019 Q4	$459K	Hold	10,958	–	–	0.17%	90
2019 Q3	$426K	Hold	10,958	–	–	0.17%	91
2019 Q2	$424K	Buy	+10,958	New	+$416K	0.17%	89

Other funds holding SPYG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kavar Capital Partners Group's SPYG Position: Q1 2021 in Review

Kavar Capital Partners Group sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2021, closing a stake of 9,023 shares — an estimated $499K sold.

Kavar Capital Partners Group first reported a position in SPYG in Q2 2019 and held it in 7 quarters. The position peaked at $499K in Q4 2020. 549 funds tracked by Wall St. Rank hold SPYG as of Q1 2021.

Kavar Capital Partners Group reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2021 after selling out during the quarter.
Kavar Capital Partners Group sold 9,023 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2021, an estimated $499K.
Kavar Capital Partners Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2019 and held it in 7 quarters.
Kavar Capital Partners Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $499K in Q4 2020.
549 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2021.

Based on Kavar Capital Partners Group's 13F filing for Q1 2021, filed 13 May 2021.