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Walled Lake Planning & Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Walled Lake Planning & Wealth 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
2020
Q2 		– Sell
-140
Closed -$5K – 364
2020
Q1 		$5K Buy
+140
New +$5.73K ﹤0.01% 233

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Walled Lake Planning & Wealth Management's SPYG Position: Q2 2020 in Review

Walled Lake Planning & Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2020, closing a stake of 140 shares — an estimated $5K sold.

Walled Lake Planning & Wealth Management first reported a position in SPYG in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 460 funds tracked by Wall St. Rank hold SPYG as of Q2 2020.

  • Walled Lake Planning & Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 140 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2020, an estimated $5K.
  • Walled Lake Planning & Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $5K in Q1 2020.
  • 460 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2020, filed 18 Aug 2020.