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

Nikulski Financial’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	-10,180	Closed	-$443K	–	108
2019 Q4	$443K	Sell	10,180 -1,235	-11%	-$49.5K	0.32%	57
2019 Q3	$443K	Sell	11,415 -270	-2%	-$10.5K	0.37%	54
2019 Q2	$461K	Sell	11,685 -650	-5%	-$24.7K	0.39%	53
2019 Q1	$459K	Buy	12,335 +2,825	+30%	+$99.9K	0.45%	50
2018 Q4	$309K	Sell	9,510 -645	-6%	-$22.5K	0.32%	54
2018 Q3	$357K	Buy	+10,155	New	+$377K	0.33%	51

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Nikulski Financial's SPYG Position: Q1 2020 in Review

Nikulski Financial sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2020, closing a stake of 10,180 shares — an estimated $443K sold.

Nikulski Financial first reported a position in SPYG in Q3 2018 and held it in 6 quarters. The position peaked at $461K in Q2 2019. 419 funds tracked by Wall St. Rank hold SPYG as of Q1 2020.

Nikulski Financial reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2020 after selling out during the quarter.
Nikulski Financial sold 10,180 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2020, an estimated $443K.
Nikulski Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2018 and held it in 6 quarters.
Nikulski Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $461K in Q2 2019.
419 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2020.

Based on Nikulski Financial's 13F filing for Q1 2020, filed 29 Apr 2020.