YorkBridge Wealth Partners’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

YorkBridge Wealth Partners’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
2017 Q2	–	Sell	-3,200	Closed	-$93K	–	910
2017 Q1	$93K	Hold	3,200	–	–	0.05%	278
2016 Q4	$84K	Buy	+3,200	New	+$83.6K	0.05%	265

Other funds holding SPYG

CDIA

Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SIA

Starfire Investment Advisers Southfield, Michigan $209M AUM 2.6% 1-Year Est. Return

YorkBridge Wealth Partners's SPYG Position: Q2 2017 in Review

YorkBridge Wealth Partners sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2017, closing a stake of 3,200 shares — an estimated $93K sold.

YorkBridge Wealth Partners first reported a position in SPYG in Q4 2016 and held it in 2 quarters. The position peaked at $93K in Q1 2017. 76 funds tracked by Wall St. Rank hold SPYG as of Q2 2017.

YorkBridge Wealth Partners reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2017 after selling out during the quarter.
YorkBridge Wealth Partners sold 3,200 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2017, an estimated $93K.
YorkBridge Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2016 and held it in 2 quarters.
YorkBridge Wealth Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $93K in Q1 2017.
76 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2017, filed 14 Aug 2017.