Mason Investment Advisory Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Mason Investment Advisory Services’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
2020 Q3	–	Sell	-4,708	Closed	-$211K	–	79
2020 Q2	$211K	Buy	+4,708	New	+$196K	0.03%	77
2020 Q1	–	Sell	-12,046	Closed	-$505K	–	94
2019 Q4	$505K	Hold	12,046	–	–	0.07%	71
2019 Q3	$468K	Hold	12,046	–	–	0.08%	69
2019 Q2	$467K	Hold	12,046	–	–	0.08%	68
2019 Q1	$448K	Buy	+12,046	New	+$426K	0.12%	66

Other funds holding SPYG

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

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

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

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

Mason Investment Advisory Services's SPYG Position: Q3 2020 in Review

Mason Investment Advisory Services sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2020, closing a stake of 4,708 shares — an estimated $211K sold.

Mason Investment Advisory Services first reported a position in SPYG in Q1 2019 and held it in 5 quarters. The position peaked at $505K in Q4 2019. 481 funds tracked by Wall St. Rank hold SPYG as of Q3 2020.

Mason Investment Advisory Services reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2020 after selling out during the quarter.
Mason Investment Advisory Services sold 4,708 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2020, an estimated $211K.
Mason Investment Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2019 and held it in 5 quarters.
Mason Investment Advisory Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $505K in Q4 2019.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2020.

Based on Mason Investment Advisory Services's 13F filing for Q3 2020, filed 5 Aug 2024.