Optimum Investment Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Optimum Investment Advisors’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
2015 Q1	$50K	Buy	2,028 +4	+0.2%	+$98	0.02%	511
2014 Q4	$49K	Buy	2,024 +8	+0.4%	+$189	0.02%	514
2014 Q3	$48K	Buy	2,016 +8	+0.4%	+$184	0.02%	483
2014 Q2	$46K	Buy	+2,008	New	+$44.1K	0.01%	501

Other funds holding SPYG

CDIA

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

UCFA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

SIA

Starfire Investment Advisers Southfield, Michigan $209M AUM 2.6% 1-Year Est. Return

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

Optimum Investment Advisors's SPYG Position: Q1 2015 in Review

Optimum Investment Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.2% in Q1 2015, buying an estimated $98 and bringing the position to 2,028 shares worth $50K. The position accounts for 0.02% of the portfolio, ranked #511.

Optimum Investment Advisors first reported a position in SPYG in Q2 2014 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold SPYG as of Q1 2015.

Optimum Investment Advisors held 2,028 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $50K as of Q1 2015.
Optimum Investment Advisors bought 4 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2015, an estimated $98.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Optimum Investment Advisors's portfolio in Q1 2015, its #511 holding.
Optimum Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2014 and has held it in 4 quarters since.
57 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.