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Sargent Bickham Lagudis’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Sargent Bickham Lagudis’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
Q1 		– Sell
-361
Closed -$15K – 907
2019
Q4 		$15K Buy
361
+1
+0.3% +$40 ﹤0.01% 563
2019
Q3 		$14K Buy
+360
New +$14.1K ﹤0.01% 531

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Sargent Bickham Lagudis's SPYG Position: Q1 2020 in Review

Sargent Bickham Lagudis sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2020, closing a stake of 361 shares — an estimated $15K sold.

Sargent Bickham Lagudis first reported a position in SPYG in Q3 2019 and held it in 2 quarters. The position peaked at $15K in Q4 2019. 419 funds tracked by Wall St. Rank hold SPYG as of Q1 2020.

  • Sargent Bickham Lagudis reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 361 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2020, an estimated $15K.
  • Sargent Bickham Lagudis first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2019 and held it in 2 quarters.
  • Sargent Bickham Lagudis's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $15K in Q4 2019.
  • 419 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2020, filed 7 Sep 2021.