New England Securities’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

New England Securities’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
2014 Q4	$79K	Hold	3,268	–	–	0.03%	474
2014 Q3	$76K	Hold	3,268	–	–	0.03%	495
2014 Q2	$74K	Hold	3,268	–	–	0.03%	506
2014 Q1	$71K	Buy	3,268 +440	+16%	+$9.41K	0.03%	463
2013 Q4	$60K	Hold	2,828	–	–	0.02%	501
2013 Q3	$55K	Hold	2,828	–	–	0.03%	475
2013 Q2	$51K	Buy	+2,828	New	+$51.9K	0.03%	429

Other funds holding SPYG

CDIA

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

New England Securities's SPYG Position: Q4 2014 in Review

New England Securities held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q4 2014 at 3,268 shares worth $79K. The position accounts for 0.03% of the portfolio, ranked #474.

New England Securities first reported a position in SPYG in Q2 2013 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold SPYG as of Q4 2014.

New England Securities held 3,268 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $79K as of Q4 2014.
New England Securities left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q4 2014.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of New England Securities's portfolio in Q4 2014, its #474 holding.
New England Securities first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2013 and has held it in 7 quarters since.
54 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.