NFH
SPYG icon

NEXT Financial Holdings’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$29K Buy
+769
New +$27.2K 0.01% 873

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEXT Financial Holdings's SPYG Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2019: 769 shares worth $29K. The stake represents 0.01% of the portfolio and ranks #873 among its holdings.

300 funds tracked by Wall St. Rank hold SPYG as of Q1 2019.

  • NEXT Financial Holdings held 769 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $29K as of Q1 2019.
  • State Street SPDR Portfolio S&P 500 Growth ETF was a new NEXT Financial Holdings position in Q1 2019.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #873 holding.
  • 300 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.