PWM
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Prentice Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Prentice Wealth Management’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
2021
Q3 		– Sell
-341
Closed -$21K – 358
2021
Q2 		$21K Hold
341
– – 0.01% 213
2021
Q1 		$19K Buy
+341
New +$19.1K 0.01% 216

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prentice Wealth Management's SPYG Position: Q3 2021 in Review

Prentice Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2021, closing a stake of 341 shares — an estimated $21K sold.

Prentice Wealth Management first reported a position in SPYG in Q1 2021 and held it in 2 quarters. The position peaked at $21K in Q2 2021. 603 funds tracked by Wall St. Rank hold SPYG as of Q3 2021.

  • Prentice Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Prentice Wealth Management sold 341 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2021, an estimated $21K.
  • Prentice Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2021 and held it in 2 quarters.
  • Prentice Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $21K in Q2 2021.
  • 603 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2021.

Based on Prentice Wealth Management's 13F filing for Q3 2021, filed 10 Nov 2021.