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WIA
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
$374B AUM
17.66%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
CCMG
Clark Capital Management Group
Philadelphia, Pennsylvania
$16.2B AUM
29.8%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AF
Allworth Financial
Folsom, California
$24.6B AUM
15.55%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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