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

Smith Capital Management’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 		$339K Hold
6,760
– – 0.21% 63
2020
Q2 		$304K Sell
6,760
-905
-12% -$37.6K 0.2% 66
2020
Q1 		$274K Buy
+7,665
New +$314K 0.21% 65

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Smith Capital Management's SPYG Position: Q3 2020 in Review

Smith Capital Management held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q3 2020 at 6,760 shares worth $339K. The position accounts for 0.21% of the portfolio, ranked #63.

Smith Capital Management first reported a position in SPYG in Q1 2020 and has held it in 3 quarters since. 481 funds tracked by Wall St. Rank hold SPYG as of Q3 2020.

  • Smith Capital Management held 6,760 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $339K as of Q3 2020.
  • Smith Capital Management 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 0.21% of Smith Capital Management's portfolio in Q3 2020, its #63 holding.
  • Smith Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and has held it in 3 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 Smith Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.