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SPYG icon

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

Surevest’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
Q2 		– Sell
-7,604
Closed -$272K – 97
2020
Q1 		$272K Sell
7,604
-97
-1% -$3.97K 0.15% 86
2019
Q4 		$323K Buy
+7,701
New +$309K 0.14% 118

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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Surevest's SPYG Position: Q2 2020 in Review

Surevest sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2020, closing a stake of 7,604 shares — an estimated $272K sold.

Surevest first reported a position in SPYG in Q4 2019 and held it in 2 quarters. The position peaked at $323K in Q4 2019. 460 funds tracked by Wall St. Rank hold SPYG as of Q2 2020.

  • Surevest reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Surevest sold 7,604 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2020, an estimated $272K.
  • Surevest first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and held it in 2 quarters.
  • Surevest's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $323K in Q4 2019.
  • 460 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2020.

Based on Surevest's 13F filing for Q2 2020, filed 15 Jul 2020.