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Marks Group Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Marks Group Wealth 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
2021
Q1 		– Sell
-7,398
Closed -$409K – 271
2020
Q4 		$409K Buy
+7,398
New +$389K 0.06% 186

Other funds holding SPYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marks Group Wealth Management's SPYG Position: Q1 2021 in Review

Marks Group Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2021, closing a stake of 7,398 shares — an estimated $409K sold.

Marks Group Wealth Management first reported a position in SPYG in Q4 2020 and held it in 1 quarter. The position peaked at $409K in Q4 2020. 549 funds tracked by Wall St. Rank hold SPYG as of Q1 2021.

  • Marks Group Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Marks Group Wealth Management sold 7,398 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2021, an estimated $409K.
  • Marks Group Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and held it in 1 quarter.
  • Marks Group Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $409K 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 Marks Group Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.