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

Whitney & Co’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
2018
Q4 		– Sell
-170
Closed -$6K – 399
2018
Q3 		$6K Hold
170
– – ﹤0.01% 376
2018
Q2 		$6K Buy
+170
New +$5.9K ﹤0.01% 263

Other funds holding SPYG

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whitney & Co's SPYG Position: Q4 2018 in Review

Whitney & Co sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2018, closing a stake of 170 shares — an estimated $6K sold.

Whitney & Co first reported a position in SPYG in Q2 2018 and held it in 2 quarters. The position peaked at $6K in Q3 2018. 268 funds tracked by Wall St. Rank hold SPYG as of Q4 2018.

  • Whitney & Co reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 170 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2018, an estimated $6K.
  • Whitney & Co first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2018 and held it in 2 quarters.
  • Whitney & Co's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6K in Q3 2018.
  • 268 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.