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

Rowland Carmichael 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
2020 Q4	$1.38M	Sell	24,967 -454	-2%	-$23.9K	0.44%	47
2020 Q3	$1.27M	Hold	25,421	–	–	0.5%	43
2020 Q2	$1.14M	Sell	25,421 -2,270	-8%	-$94.3K	0.49%	41
2020 Q1	$990K	Hold	27,691	–	–	0.5%	39
2019 Q4	$1.16M	Buy	27,691 +211	+0.8%	+$8.46K	0.4%	45
2019 Q3	$1.07M	Buy	+27,480	New	+$1.07M	0.37%	58

Other funds holding SPYG

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rowland Carmichael Advisors's SPYG Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.8% in Q4 2020, selling an estimated $23.9K and leaving 24,967 shares worth $1.38M. The position accounts for 0.44% of the portfolio, ranked #47.

Rowland Carmichael Advisors first reported a position in SPYG in Q3 2019 and has held it in 6 quarters since. 546 funds tracked by Wall St. Rank hold SPYG as of Q4 2020.

Rowland Carmichael Advisors held 24,967 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.38M as of Q4 2020.
Rowland Carmichael Advisors sold 454 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2020, an estimated $23.9K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.44% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #47 holding.
Rowland Carmichael Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2019 and has held it in 6 quarters since.
546 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.