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

Resource Planning 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
2020 Q2	–	Sell	-6,091	Closed	-$218K	–	57
2020 Q1	$218K	Hold	6,091	–	–	0.19%	46
2019 Q4	$255K	Sell	6,091 -246	-4%	-$9.86K	0.15%	55
2019 Q3	$246K	Hold	6,337	–	–	0.14%	54
2019 Q2	$245K	Buy	+6,337	New	+$241K	0.14%	55

Other funds holding SPYG

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

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

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

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CCMG

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Resource Planning Group's SPYG Position: Q2 2020 in Review

Resource Planning Group sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2020, closing a stake of 6,091 shares — an estimated $218K sold.

Resource Planning Group first reported a position in SPYG in Q2 2019 and held it in 4 quarters. The position peaked at $255K in Q4 2019. 460 funds tracked by Wall St. Rank hold SPYG as of Q2 2020.

Resource Planning Group reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2020 after selling out during the quarter.
Resource Planning Group sold 6,091 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2020, an estimated $218K.
Resource Planning Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2019 and held it in 4 quarters.
Resource Planning Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $255K in Q4 2019.
460 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2020.

Based on Resource Planning Group's 13F filing for Q2 2020, filed 28 Sep 2020.