Squar Milner Financial Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Squar Milner Financial 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	–	Sell	-207,796	Closed	-$9.33M	–	172
2020 Q2	$9.33M	Buy	207,796 +1,759	+0.9%	+$73.1K	5.3%	2
2020 Q1	$7.36M	Sell	206,037 -66,613	-24%	-$2.73M	4.42%	2
2019 Q4	$11.4M	Buy	272,650 +70,081	+35%	+$2.81M	5.71%	2
2019 Q3	$10.2M	Sell	202,569 -56,960	-22%	-$2.23M	5.19%	1
2019 Q2	$10.1M	Buy	259,529 +30,714	+13%	+$1.17M	6.78%	1
2019 Q1	$8.51M	Buy	228,815 +73,148	+47%	+$2.59M	6.28%	1
2018 Q4	$5.06M	Buy	155,667 +69,754	+81%	+$2.44M	4.86%	1
2018 Q3	$3.29M	Buy	85,913 +21,656	+34%	+$804K	2.96%	3
2018 Q2	$2.26M	Buy	64,257 +42,900	+201%	+$1.49M	1.99%	4
2018 Q1	$716K	Buy	+21,357	New	+$736K	0.9%	26

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

Squar Milner Financial Services's SPYG Position: Q3 2020 in Review

Squar Milner Financial Services sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2020, closing a stake of 207,796 shares — an estimated $9.33M sold.

Squar Milner Financial Services first reported a position in SPYG in Q1 2018 and held it in 10 quarters. The position peaked at $11.4M in Q4 2019. 481 funds tracked by Wall St. Rank hold SPYG as of Q3 2020.

Squar Milner Financial Services reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 207,796 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2020, an estimated $9.33M.
Squar Milner Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2018 and held it in 10 quarters.
Squar Milner Financial Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $11.4M in Q4 2019.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.