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

Pacific Financial Group’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 Q4	–	Sell	-14,043	Closed	-$704K	–	117
2020 Q3	$704K	Buy	14,043 +1,127	+9%	+$55.2K	0.55%	40
2020 Q2	$462K	Sell	12,916 -122	-0.9%	-$5.07K	0.48%	39
2020 Q1	$466K	Buy	+13,038	New	+$534K	0.48%	39
2019 Q3	–	Sell	-14,247	Closed	-$530K	–	88
2019 Q2	$530K	Buy	+14,247	New	+$541K	0.06%	62

Other funds holding SPYG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pacific Financial Group's SPYG Position: Q4 2020 in Review

Pacific Financial Group sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2020, closing a stake of 14,043 shares — an estimated $704K sold.

Pacific Financial Group first reported a position in SPYG in Q2 2019 and held it in 4 quarters. The position peaked at $704K in Q3 2020. 546 funds tracked by Wall St. Rank hold SPYG as of Q4 2020.

Pacific Financial Group reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2020 after selling out during the quarter.
Pacific Financial Group sold 14,043 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2020, an estimated $704K.
Pacific Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2019 and held it in 4 quarters.
Pacific Financial Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $704K in Q3 2020.
546 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2020.

Based on Pacific Financial Group's 13F filing for Q4 2020, filed 12 Jan 2021.