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

Tradition Capital 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
2019 Q1	$1.89M	Buy	50,877 +21,039	+71%	+$744K	0.51%	65
2018 Q4	$969K	Buy	29,838 +10,987	+58%	+$384K	0.3%	90
2018 Q3	$720K	Buy	18,851 +4,243	+29%	+$158K	0.19%	120
2018 Q2	$513K	Buy	14,608 +1,409	+11%	+$48.9K	0.15%	128
2018 Q1	$442K	Buy	+13,199	New	+$455K	0.13%	134

Other funds holding SPYG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tradition Capital Management's SPYG Position: Q1 2019 in Review

Tradition Capital Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 71% in Q1 2019, buying an estimated $744K and bringing the position to 50,877 shares worth $1.89M. The position accounts for 0.51% of the portfolio, ranked #65.

Tradition Capital Management first reported a position in SPYG in Q1 2018 and has held it in 5 quarters since. 300 funds tracked by Wall St. Rank hold SPYG as of Q1 2019.

Tradition Capital Management held 50,877 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.89M as of Q1 2019.
Tradition Capital Management bought 21,039 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2019, an estimated $744K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.51% of Tradition Capital Management's portfolio in Q1 2019, its #65 holding.
Tradition Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2018 and has held it in 5 quarters since.
300 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2019.

Based on Tradition Capital Management's 13F filing for Q1 2019, filed 7 May 2019.