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Wealthspire Advisors (Maryland)’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Wealthspire Advisors (Maryland)’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
-2,858
Closed -$106K – 1797
2019
Q1 		$106K Hold
2,858
– – 0.01% 620
2018
Q4 		$93K Buy
+2,858
New +$99.9K 0.01% 629

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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 $1.37T AUM 24.88% 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 $16.2B AUM 29.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SPYG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2019, closing a stake of 2,858 shares — an estimated $106K sold.

Wealthspire Advisors (Maryland) first reported a position in SPYG in Q4 2018 and held it in 2 quarters. The position peaked at $106K in Q1 2019. 327 funds tracked by Wall St. Rank hold SPYG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,858 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2019, an estimated $106K.
  • Wealthspire Advisors (Maryland) first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $106K 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 Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.