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

Smith & Howard Wealth 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
2017 Q3	–	Sell	-7,600	Closed	-$225K	–	60
2017 Q2	$225K	Sell	7,600 -400	-5%	-$11.7K	0.11%	51
2017 Q1	$227K	Hold	8,000	–	–	0.11%	46
2016 Q4	$211K	Hold	8,000	–	–	0.11%	41
2016 Q3	$210K	Buy	+8,000	New	+$210K	0.11%	37

Other funds holding SPYG

CDIA

Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SIA

Starfire Investment Advisers Southfield, Michigan $209M AUM 2.6% 1-Year Est. Return

Smith & Howard Wealth Management's SPYG Position: Q3 2017 in Review

Smith & Howard Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2017, closing a stake of 7,600 shares — an estimated $225K sold.

Smith & Howard Wealth Management first reported a position in SPYG in Q3 2016 and held it in 4 quarters. The position peaked at $227K in Q1 2017. 89 funds tracked by Wall St. Rank hold SPYG as of Q3 2017.

Smith & Howard Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2017 after selling out during the quarter.
Smith & Howard Wealth Management sold 7,600 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2017, an estimated $225K.
Smith & Howard Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2016 and held it in 4 quarters.
Smith & Howard Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $227K in Q1 2017.
89 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2017.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2017, filed 15 Nov 2017.