Wechter Feldman Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Wechter Feldman Wealth Management’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
2020 Q1	–	Sell	-7,908	Closed	-$331K	–	26
2019 Q4	$331K	Buy	7,908 +643	+9%	+$25.8K	0.22%	25
2019 Q3	$283K	Buy	7,265 +569	+8%	+$22.2K	0.18%	27
2019 Q2	$259K	Hold	6,696	–	–	0.17%	30
2019 Q1	$249K	Buy	+6,696	New	+$237K	0.16%	29

Other funds holding SPYG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Wechter Feldman Wealth Management's SPYG Position: Q1 2020 in Review

Wechter Feldman Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2020, closing a stake of 7,908 shares — an estimated $331K sold.

Wechter Feldman Wealth Management first reported a position in SPYG in Q1 2019 and held it in 4 quarters. The position peaked at $331K in Q4 2019. 419 funds tracked by Wall St. Rank hold SPYG as of Q1 2020.

Wechter Feldman Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2020 after selling out during the quarter.
Wechter Feldman Wealth Management sold 7,908 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2020, an estimated $331K.
Wechter Feldman Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2019 and held it in 4 quarters.
Wechter Feldman Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $331K in Q4 2019.
419 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2020.

Based on Wechter Feldman Wealth Management's 13F filing for Q1 2020, filed 6 May 2020.