Polaris Wealth Advisory Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Polaris Wealth Advisory 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 Q4	–	Sell	-68,451	Closed	-$2.58M	–	180
2019 Q3	$2.58M	Buy	68,451 +945	+1%	+$36.9K	0.21%	80
2019 Q2	$2.64M	Buy	67,506 +1,932	+3%	+$73.4K	0.2%	73
2019 Q1	$2.46M	Buy	65,574 +282	+0.4%	+$9.97K	0.19%	80
2018 Q4	$2.12M	Sell	65,292 -1,205	-2%	-$42.1K	0.2%	71
2018 Q3	$2.54M	Buy	66,497 +53	+0.1%	+$1.97K	0.18%	82
2018 Q2	$2.23M	Hold	66,444	–	–	0.19%	73
2018 Q1	$2.23M	Buy	+66,444	New	+$2.29M	0.18%	75

Other funds holding SPYG

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

CDIA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Polaris Wealth Advisory Group's SPYG Position: Q4 2019 in Review

Polaris Wealth Advisory Group sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2019, closing a stake of 68,451 shares — an estimated $2.58M sold.

Polaris Wealth Advisory Group first reported a position in SPYG in Q1 2018 and held it in 7 quarters. The position peaked at $2.64M in Q2 2019. 417 funds tracked by Wall St. Rank hold SPYG as of Q4 2019.

Polaris Wealth Advisory Group reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2019 after selling out during the quarter.
Polaris Wealth Advisory Group sold 68,451 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2019, an estimated $2.58M.
Polaris Wealth Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2018 and held it in 7 quarters.
Polaris Wealth Advisory Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.64M in Q2 2019.
417 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2019, filed 29 Jan 2020.