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

Placemark Investments’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
2014
Q4 		– Sell
-19,796
Closed -$458K – 1695
2014
Q3 		$458K Buy
+19,796
New +$456K 0.01% 1205

Other funds holding SPYG

CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Placemark Investments's SPYG Position: Q4 2014 in Review

Placemark Investments sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2014, closing a stake of 19,796 shares — an estimated $458K sold.

Placemark Investments first reported a position in SPYG in Q3 2014 and held it in 1 quarter. The position peaked at $458K in Q3 2014. 54 funds tracked by Wall St. Rank hold SPYG as of Q4 2014.

  • Placemark Investments reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2014 after selling out during the quarter.
  • Placemark Investments sold 19,796 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2014, an estimated $458K.
  • Placemark Investments first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2014 and held it in 1 quarter.
  • Placemark Investments's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $458K in Q3 2014.
  • 54 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.