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

Transamerica Financial Advisors’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 Q3	–	Sell	-10	Closed	-$1K	–	467
2019 Q2	$1K	Buy	+10	New	+$380	﹤0.01%	523
2019 Q1	–	Sell	-20,398	Closed	-$663K	–	409
2018 Q4	$663K	Buy	+20,398	New	+$713K	0.17%	92
2016 Q2	–	Sell	-2,000	Closed	-$51K	–	669
2016 Q1	$51K	Hold	2,000	–	–	﹤0.01%	367
2015 Q4	$51K	Buy	2,000 +1,600	+400%	+$40.2K	﹤0.01%	405
2015 Q3	$10K	Buy	+400	New	+$9.83K	﹤0.01%	581
2015 Q2	–	Sell	-800	Closed	-$20K	–	928
2015 Q1	$20K	Buy	+800	New	+$19.6K	﹤0.01%	545

Other funds holding SPYG

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

CDIA

Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Transamerica Financial Advisors's SPYG Position: Q3 2019 in Review

Transamerica Financial Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2019, closing a stake of 10 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in SPYG in Q1 2015 and held it in 6 quarters. The position peaked at $663K in Q4 2018. 343 funds tracked by Wall St. Rank hold SPYG as of Q3 2019.

Transamerica Financial Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2019 after selling out during the quarter.
Transamerica Financial Advisors sold 10 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2019, an estimated $1K.
Transamerica Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2015 and held it in 6 quarters.
Transamerica Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $663K in Q4 2018.
343 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2019.

Based on Transamerica Financial Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.