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

Tradition Asset 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 Q2	$6.78M	Buy	150,977 +52,126	+53%	+$2.16M	1.94%	6
2020 Q1	$3.53M	Buy	98,851 +14,902	+18%	+$610K	1.18%	28
2019 Q4	$3.52M	Buy	83,949 +4,586	+6%	+$184K	0.85%	38
2019 Q3	$3.09M	Buy	79,363 +13,005	+20%	+$508K	0.8%	43
2019 Q2	$2.57M	Buy	+66,358	New	+$2.52M	0.67%	59

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Tradition Asset Management's SPYG Position: Q2 2020 in Review

Tradition Asset Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 53% in Q2 2020, buying an estimated $2.16M and bringing the position to 150,977 shares worth $6.78M. The position accounts for 1.94% of the portfolio, ranked #6.

Tradition Asset Management first reported a position in SPYG in Q2 2019 and has held it in 5 quarters since. 460 funds tracked by Wall St. Rank hold SPYG as of Q2 2020.

Tradition Asset Management held 150,977 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $6.78M as of Q2 2020.
Tradition Asset Management bought 52,126 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2020, an estimated $2.16M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.94% of Tradition Asset Management's portfolio in Q2 2020, its #6 holding.
Tradition Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2019 and has held it in 5 quarters since.
460 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.