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

USA Financial Formulas’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
2018
Q4 		– Sell
-8,207
Closed -$288K – 397
2018
Q3 		$288K Buy
+8,207
New +$305K 0.07% 217

Other funds holding SPYG

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

USA Financial Formulas's SPYG Position: Q4 2018 in Review

USA Financial Formulas sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2018, closing a stake of 8,207 shares — an estimated $288K sold.

USA Financial Formulas first reported a position in SPYG in Q3 2018 and held it in 1 quarter. The position peaked at $288K in Q3 2018. 268 funds tracked by Wall St. Rank hold SPYG as of Q4 2018.

  • USA Financial Formulas reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2018 after selling out during the quarter.
  • USA Financial Formulas sold 8,207 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2018, an estimated $288K.
  • USA Financial Formulas first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2018 and held it in 1 quarter.
  • USA Financial Formulas's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $288K in Q3 2018.
  • 268 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2018.

Based on USA Financial Formulas's 13F filing for Q4 2018, filed 14 Feb 2019.