NFP
SPYG icon

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

Novak Financial Planning’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
2021
Q2 		$1.7M Buy
26,976
+22,415
+491% +$1.34M 0.83% 37
2021
Q1 		$257K Buy
+4,561
New +$256K 0.14% 103

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Novak Financial Planning's SPYG Position: Q2 2021 in Review

Novak Financial Planning increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 491% in Q2 2021, buying an estimated $1.34M and bringing the position to 26,976 shares worth $1.7M. The position accounts for 0.83% of the portfolio, ranked #37.

Novak Financial Planning first reported a position in SPYG in Q1 2021 and has held it in 2 quarters since. 576 funds tracked by Wall St. Rank hold SPYG as of Q2 2021.

  • Novak Financial Planning held 26,976 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.7M as of Q2 2021.
  • Novak Financial Planning bought 22,415 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2021, an estimated $1.34M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.83% of Novak Financial Planning's portfolio in Q2 2021, its #37 holding.
  • Novak Financial Planning first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2021 and has held it in 2 quarters since.
  • 576 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.