PSG
SPYG icon

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

Planning Solutions 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
2019
Q2 		$227K Buy
+5,853
New +$222K 0.12% 129

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return

Planning Solutions Group's SPYG Position: Q2 2019 in Review

Planning Solutions Group opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2019: 5,853 shares worth $227K. The stake represents 0.12% of the portfolio and ranks #129 among its holdings.

327 funds tracked by Wall St. Rank hold SPYG as of Q2 2019.

  • Planning Solutions Group held 5,853 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $227K as of Q2 2019.
  • State Street SPDR Portfolio S&P 500 Growth ETF was a new Planning Solutions Group position in Q2 2019.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.12% of Planning Solutions Group's portfolio in Q2 2019, its #129 holding.
  • 327 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.