VBCG
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Valley Brook Capital Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Valley Brook Capital Group’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
2021
Q2 		– Sell
-79
Closed -$4K – 383
2021
Q1 		$4K Buy
+79
New +$4.43K ﹤0.01% 416

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valley Brook Capital Group's SPYG Position: Q2 2021 in Review

Valley Brook Capital Group sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2021, closing a stake of 79 shares — an estimated $4K sold.

Valley Brook Capital Group first reported a position in SPYG in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 576 funds tracked by Wall St. Rank hold SPYG as of Q2 2021.

  • Valley Brook Capital Group reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Valley Brook Capital Group sold 79 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2021, an estimated $4K.
  • Valley Brook Capital Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2021 and held it in 1 quarter.
  • Valley Brook Capital Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4K in Q1 2021.
  • 576 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.