TWM
SPYG icon

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

Torch 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
2014
Q3 		– Sell
-600
Closed -$14K – 214
2014
Q2 		$14K Buy
+600
New +$13.2K 0.01% 222

Other funds holding SPYG

CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Torch Wealth Management's SPYG Position: Q3 2014 in Review

Torch Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2014, closing a stake of 600 shares — an estimated $14K sold.

Torch Wealth Management first reported a position in SPYG in Q2 2014 and held it in 1 quarter. The position peaked at $14K in Q2 2014. 46 funds tracked by Wall St. Rank hold SPYG as of Q3 2014.

  • Torch Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 600 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2014, an estimated $14K.
  • Torch Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2014 and held it in 1 quarter.
  • Torch Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $14K in Q2 2014.
  • 46 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.