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

Northstar 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
Q2 		– Sell
-5,695
Closed -$203K – 184
2020
Q1 		$203K Buy
+5,695
New +$233K 0.1% 154

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Northstar Wealth Partners's SPYG Position: Q2 2020 in Review

Northstar Wealth Partners sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2020, closing a stake of 5,695 shares — an estimated $203K sold.

Northstar Wealth Partners first reported a position in SPYG in Q1 2020 and held it in 1 quarter. The position peaked at $203K in Q1 2020. 460 funds tracked by Wall St. Rank hold SPYG as of Q2 2020.

  • Northstar Wealth Partners reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Northstar Wealth Partners sold 5,695 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2020, an estimated $203K.
  • Northstar Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and held it in 1 quarter.
  • Northstar Wealth Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $203K in Q1 2020.
  • 460 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2020.

Based on Northstar Wealth Partners's 13F filing for Q2 2020, filed 14 Aug 2020.