MWP
SPYG icon

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

MYCIO Wealth Partners’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
Q1 		– Sell
-26,723
Closed -$1.12M – 343
2019
Q4 		$1.12M Sell
26,723
-114
-0.4% -$4.57K 0.07% 119
2019
Q3 		$1.04M Buy
26,837
+8
+0% +$313 0.08% 109
2019
Q2 		$1.04M Sell
26,829
-1,037
-4% -$39.4K 0.08% 103
2019
Q1 		$1.04M Sell
27,866
-2,805
-9% -$99.2K 0.09% 101
2018
Q4 		$997K Buy
30,671
+6,667
+28% +$233K 0.09% 98
2018
Q3 		$918K Buy
24,004
+7
+0% +$260 0.09% 100
2018
Q2 		$843K Buy
23,997
+2,079
+9% +$72.1K 0.09% 110
2018
Q1 		$735K Hold
21,918
– – 0.08% 95
2017
Q4 		$723K Sell
21,918
-406
-2% -$13.1K 0.08% 110
2017
Q3 		$692K Sell
22,324
-528
-2% -$16.1K 0.08% 109
2017
Q2 		$676K Hold
22,852
– – 0.08% 110
2017
Q1 		$650K Hold
22,852
– – 0.08% 116
2016
Q4 		$602K Buy
+22,852
New +$597K 0.08% 109

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
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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

MYCIO Wealth Partners's SPYG Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2020, closing a stake of 26,723 shares — an estimated $1.12M sold.

MYCIO Wealth Partners first reported a position in SPYG in Q4 2016 and held it in 13 quarters. The position peaked at $1.12M in Q4 2019. 419 funds tracked by Wall St. Rank hold SPYG as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 26,723 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2020, an estimated $1.12M.
  • MYCIO Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2016 and held it in 13 quarters.
  • MYCIO Wealth Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.12M in Q4 2019.
  • 419 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.