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

Wealthstreet Investment Advisors’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	-66,852	Closed	-$3.77M	–	289
2021 Q1	$3.77M	Buy	66,852 +927	+1%	+$51.9K	0.37%	68
2020 Q4	$3.65M	Sell	65,925 -145	-0.2%	-$7.62K	0.37%	67
2020 Q3	$3.31M	Sell	66,070 -5,779	-8%	-$283K	0.37%	62
2020 Q2	$3.23M	Sell	71,849 -2,210	-3%	-$91.8K	0.4%	62
2020 Q1	$2.65M	Sell	74,059 -3,610	-5%	-$148K	0.39%	60
2019 Q4	$3.25M	Buy	77,669 +51,762	+200%	+$2.07M	0.38%	65
2019 Q3	$1.02M	Sell	25,907 -38,242	-60%	-$1.49M	0.13%	138
2019 Q2	$2.48M	Sell	64,149 -576	-0.9%	-$21.9K	0.32%	75
2019 Q1	$2.41M	Buy	64,725 +2,487	+4%	+$87.9K	0.32%	77
2018 Q4	$2.12M	Buy	+62,238	New	+$2.18M	0.3%	84

Other funds holding SPYG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthstreet Investment Advisors's SPYG Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2021, closing a stake of 66,852 shares — an estimated $3.77M sold.

Wealthstreet Investment Advisors first reported a position in SPYG in Q4 2018 and held it in 10 quarters. The position peaked at $3.77M in Q1 2021. 575 funds tracked by Wall St. Rank hold SPYG as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 66,852 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2021, an estimated $3.77M.
Wealthstreet Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2018 and held it in 10 quarters.
Wealthstreet Investment Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.77M in Q1 2021.
575 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.