Resonant Capital Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Resonant Capital Advisors’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 Q2	–	Sell	-5,700	Closed	-$321K	–	176
2021 Q1	$321K	Sell	5,700 -3,380	-37%	-$189K	0.07%	146
2020 Q4	$502K	Hold	9,080	–	–	0.12%	105
2020 Q3	$455K	Hold	9,080	–	–	0.13%	96
2020 Q2	$408K	Hold	9,080	–	–	0.12%	121
2020 Q1	$325K	Sell	9,080 -2,400	-21%	-$98.3K	0.12%	154
2019 Q4	$481K	Buy	+11,480	New	+$460K	0.15%	147

Other funds holding SPYG

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

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

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

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

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

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

Resonant Capital Advisors's SPYG Position: Q2 2021 in Review

Resonant Capital Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2021, closing a stake of 5,700 shares — an estimated $321K sold.

Resonant Capital Advisors first reported a position in SPYG in Q4 2019 and held it in 6 quarters. The position peaked at $502K in Q4 2020. 576 funds tracked by Wall St. Rank hold SPYG as of Q2 2021.

Resonant Capital Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2021 after selling out during the quarter.
Resonant Capital Advisors sold 5,700 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2021, an estimated $321K.
Resonant Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and held it in 6 quarters.
Resonant Capital Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $502K in Q4 2020.
576 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2021.

Based on Resonant Capital Advisors's 13F filing for Q2 2021, filed 16 Jul 2021.