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

WealthOne’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
Q2 		– Sell
-6,494
Closed -$242K – 106
2019
Q1 		$242K Buy
+6,494
New +$230K 0.27% 69

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return

WealthOne's SPYG Position: Q2 2019 in Review

WealthOne sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2019, closing a stake of 6,494 shares — an estimated $242K sold.

WealthOne first reported a position in SPYG in Q1 2019 and held it in 1 quarter. The position peaked at $242K in Q1 2019. 327 funds tracked by Wall St. Rank hold SPYG as of Q2 2019.

  • WealthOne reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2019 after selling out during the quarter.
  • WealthOne sold 6,494 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2019, an estimated $242K.
  • WealthOne first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2019 and held it in 1 quarter.
  • WealthOne's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $242K in Q1 2019.
  • 327 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2019.

Based on WealthOne's 13F filing for Q2 2019, filed 8 Aug 2019.