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

Running Oak Capital’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
Q1 		– Sell
-7,398
Closed -$409K – 67
2020
Q4 		$409K Buy
+7,398
New +$389K 0.14% 64

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PPFA
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VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Running Oak Capital's SPYG Position: Q1 2021 in Review

Running Oak Capital sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2021, closing a stake of 7,398 shares — an estimated $409K sold.

Running Oak Capital first reported a position in SPYG in Q4 2020 and held it in 1 quarter. The position peaked at $409K in Q4 2020. 548 funds tracked by Wall St. Rank hold SPYG as of Q1 2021.

  • Running Oak Capital reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Running Oak Capital sold 7,398 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2021, an estimated $409K.
  • Running Oak Capital first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and held it in 1 quarter.
  • Running Oak Capital's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $409K in Q4 2020.
  • 548 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2021.

Based on Running Oak Capital's 13F filing for Q1 2021, filed 17 May 2021.