Shine Investment Advisory Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Shine Investment Advisory Services’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 Q3	$349K	Hold	6,964	–	–	0.12%	88
2020 Q2	$313K	Hold	6,964	–	–	0.11%	92
2020 Q1	$249K	Hold	6,964	–	–	0.12%	94
2019 Q4	$292K	Sell	6,964 -64	-0.9%	-$2.56K	0.12%	100
2019 Q3	$273K	Sell	7,028 -163	-2%	-$6.37K	0.13%	90
2019 Q2	$279K	Sell	7,191 -63	-0.9%	-$2.39K	0.13%	92
2019 Q1	$270K	Hold	7,254	–	–	0.13%	96
2018 Q4	$236K	Hold	7,254	–	–	0.12%	95
2018 Q3	$277K	Hold	7,254	–	–	0.15%	89
2018 Q2	$255K	Sell	7,254 -50	-0.7%	-$1.74K	0.13%	87
2018 Q1	$245K	Hold	7,304	–	–	0.13%	87
2017 Q4	$241K	Hold	7,304	–	–	0.12%	90
2017 Q3	$226K	Hold	7,304	–	–	0.12%	93
2017 Q2	$216K	Hold	7,304	–	–	0.11%	89
2017 Q1	$208K	Buy	+7,304	New	+$203K	0.14%	82

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

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

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

Shine Investment Advisory Services's SPYG Position: Q3 2020 in Review

Shine Investment Advisory Services held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q3 2020 at 6,964 shares worth $349K. The position accounts for 0.12% of the portfolio, ranked #88.

Shine Investment Advisory Services first reported a position in SPYG in Q1 2017 and has held it in 15 quarters since. 481 funds tracked by Wall St. Rank hold SPYG as of Q3 2020.

Shine Investment Advisory Services held 6,964 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $349K as of Q3 2020.
Shine Investment Advisory Services left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q3 2020.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.12% of Shine Investment Advisory Services's portfolio in Q3 2020, its #88 holding.
Shine Investment Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2017 and has held it in 15 quarters since.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.