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Stuart Chaussee & Associates’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Stuart Chaussee & Associates’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
2019
Q1 		– Sell
-4,110
Closed -$134K – 131
2018
Q4 		$134K Sell
4,110
-23,565
-85% -$824K 0.1% 17
2018
Q3 		$1.06M Buy
27,675
+6,050
+28% +$225K 0.67% 8
2018
Q2 		$760K Buy
+21,625
New +$750K 0.51% 8

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stuart Chaussee & Associates's SPYG Position: Q1 2019 in Review

Stuart Chaussee & Associates sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2019, closing a stake of 4,110 shares — an estimated $134K sold.

Stuart Chaussee & Associates first reported a position in SPYG in Q2 2018 and held it in 3 quarters. The position peaked at $1.06M in Q3 2018. 300 funds tracked by Wall St. Rank hold SPYG as of Q1 2019.

  • Stuart Chaussee & Associates reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 4,110 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2019, an estimated $134K.
  • Stuart Chaussee & Associates first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2018 and held it in 3 quarters.
  • Stuart Chaussee & Associates's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.06M in Q3 2018.
  • 300 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2019.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2019, filed 8 May 2019.