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MFA Wealth Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

MFA Wealth Advisors’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
-140
Closed -$6.29K – 200
2020
Q2 		$6.29K Buy
+140
New +$5.82K ﹤0.01% 190

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MFA Wealth Advisors's SPYG Position: Q3 2020 in Review

MFA Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2020, closing a stake of 140 shares — an estimated $6.29K sold.

MFA Wealth Advisors first reported a position in SPYG in Q2 2020 and held it in 1 quarter. The position peaked at $6.29K in Q2 2020. 481 funds tracked by Wall St. Rank hold SPYG as of Q3 2020.

  • MFA Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2020 after selling out during the quarter.
  • MFA Wealth Advisors sold 140 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2020, an estimated $6.29K.
  • MFA Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and held it in 1 quarter.
  • MFA Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.29K in Q2 2020.
  • 481 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2020.

Based on MFA Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.