THWM
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Taylor Hoffman Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Taylor Hoffman 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
2020
Q3 		– Sell
-459
Closed -$21K – 322
2020
Q2 		$21K Buy
+459
New +$19.1K 0.01% 258

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Taylor Hoffman Wealth Management's SPYG Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2020, closing a stake of 459 shares — an estimated $21K sold.

Taylor Hoffman Wealth Management first reported a position in SPYG in Q2 2020 and held it in 1 quarter. The position peaked at $21K in Q2 2020. 481 funds tracked by Wall St. Rank hold SPYG as of Q3 2020.

  • Taylor Hoffman Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 459 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2020, an estimated $21K.
  • Taylor Hoffman Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and held it in 1 quarter.
  • Taylor Hoffman Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $21K in Q2 2020.
  • 481 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.