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

Sonora Investment 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
Q4 		– Sell
-70
Closed -$4K – 1779
2020
Q3 		$4K Hold
70
– – ﹤0.01% 1528
2020
Q2 		$3K Buy
+70
New +$2.91K ﹤0.01% 1529

Other funds holding SPYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sonora Investment Management's SPYG Position: Q4 2020 in Review

Sonora Investment Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2020, closing a stake of 70 shares — an estimated $4K sold.

Sonora Investment Management first reported a position in SPYG in Q2 2020 and held it in 2 quarters. The position peaked at $4K in Q3 2020. 546 funds tracked by Wall St. Rank hold SPYG as of Q4 2020.

  • Sonora Investment Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Sonora Investment Management sold 70 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2020, an estimated $4K.
  • Sonora Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and held it in 2 quarters.
  • Sonora Investment Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4K in Q3 2020.
  • 546 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.