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

US 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
2016 Q1	–	Sell	-1,600	Closed	-$40K	–	595
2015 Q4	$40K	Hold	1,600	–	–	0.04%	163
2015 Q3	$37K	Hold	1,600	–	–	0.06%	139
2015 Q2	$39K	Hold	1,600	–	–	0.04%	122
2015 Q1	$39K	Buy	1,600 +200	+14%	+$4.91K	0.04%	131
2014 Q4	$34K	Buy	+1,400	New	+$33.1K	0.03%	140

Other funds holding SPYG

CDIA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SIA

Starfire Investment Advisers Southfield, Michigan $209M AUM 2.6% 1-Year Est. Return

US Financial Advisors's SPYG Position: Q1 2016 in Review

US Financial Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2016, closing a stake of 1,600 shares — an estimated $40K sold.

US Financial Advisors first reported a position in SPYG in Q4 2014 and held it in 5 quarters. The position peaked at $40K in Q4 2015. 68 funds tracked by Wall St. Rank hold SPYG as of Q1 2016.

US Financial Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2016 after selling out during the quarter.
US Financial Advisors sold 1,600 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2016, an estimated $40K.
US Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2014 and held it in 5 quarters.
US Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $40K in Q4 2015.
68 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.