Wealth & Pension Services Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Wealth & Pension Services 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
2019 Q3	$2.35M	Buy	60,411 +2,401	+4%	+$93.8K	1.7%	12
2019 Q2	$2.25M	Buy	58,010 +9,033	+18%	+$343K	1.63%	13
2019 Q1	$1.82M	Buy	48,977 +133	+0.3%	+$4.7K	1.42%	20
2018 Q4	$1.59M	Buy	+48,844	New	+$1.71M	1.43%	22
2018 Q3	–	Sell	-21,749	Closed	-$764K	–	86
2018 Q2	$764K	Buy	+21,749	New	+$755K	0.97%	24

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

Wealth & Pension Services Group's SPYG Position: Q3 2019 in Review

Wealth & Pension Services Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.1% in Q3 2019, buying an estimated $93.8K and bringing the position to 60,411 shares worth $2.35M. The position accounts for 1.7% of the portfolio, ranked #12.

Wealth & Pension Services Group first reported a position in SPYG in Q2 2018 and has held it in 5 quarters since. 343 funds tracked by Wall St. Rank hold SPYG as of Q3 2019.

Wealth & Pension Services Group held 60,411 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.35M as of Q3 2019.
Wealth & Pension Services Group bought 2,401 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2019, an estimated $93.8K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.7% of Wealth & Pension Services Group's portfolio in Q3 2019, its #12 holding.
Wealth & Pension Services Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2018 and has held it in 5 quarters since.
343 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.