Lockheed Martin Investment Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Lockheed Martin Investment 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 Q1	–	Sell	-154,000	Closed	-$5M	–	121
2018 Q4	$5M	Buy	154,000 +139,000	+927%	+$4.86M	0.24%	43
2018 Q3	$574K	Buy	+15,000	New	+$557K	0.02%	67
2016 Q2	–	Sell	-143,224	Closed	-$3.6M	–	117
2016 Q1	$3.6M	Buy	+143,224	New	+$3.41M	0.35%	39

Other funds holding SPYG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

CDIA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lockheed Martin Investment Management's SPYG Position: Q1 2019 in Review

Lockheed Martin Investment Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2019, closing a stake of 154,000 shares — an estimated $5M sold.

Lockheed Martin Investment Management first reported a position in SPYG in Q1 2016 and held it in 3 quarters. The position peaked at $5M in Q4 2018. 300 funds tracked by Wall St. Rank hold SPYG as of Q1 2019.

Lockheed Martin Investment Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2019 after selling out during the quarter.
Lockheed Martin Investment Management sold 154,000 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2019, an estimated $5M.
Lockheed Martin Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2016 and held it in 3 quarters.
Lockheed Martin Investment Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $5M in Q4 2018.
300 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2019.

Based on Lockheed Martin Investment Management's 13F filing for Q1 2019, filed 10 May 2019.