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

Acorn Wealth 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
2025 Q3	–	Sell	-3,890	Closed	-$371K	–	289
2025 Q2	$371K	Sell	3,890 -204	-5%	-$17.5K	0.14%	148
2025 Q1	$329K	Hold	4,094	–	–	0.14%	150
2024 Q4	$360K	Sell	4,094 -877	-18%	-$75.8K	0.15%	134
2024 Q3	$412K	Sell	4,971 -103	-2%	-$8.23K	0.18%	117
2024 Q2	$407K	Sell	5,074 -27	-0.5%	-$2.02K	0.2%	102
2024 Q1	$373K	Hold	5,101	–	–	0.19%	109
2023 Q4	$332K	Sell	5,101 -133	-3%	-$8.2K	0.2%	115
2023 Q3	$310K	Buy	+5,234	New	+$321K	0.21%	112
2018 Q2	–	Sell	-200	Closed	-$7K	–	753
2018 Q1	$7K	Buy	+200	New	+$6.89K	0.01%	583

Other funds holding SPYG

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Acorn Wealth Advisors's SPYG Position: Q3 2025 in Review

Acorn Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2025, closing a stake of 3,890 shares — an estimated $371K sold.

Acorn Wealth Advisors first reported a position in SPYG in Q1 2018 and held it in 9 quarters. The position peaked at $412K in Q3 2024. 1,217 funds tracked by Wall St. Rank hold SPYG as of Q3 2025.

Acorn Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
Acorn Wealth Advisors sold 3,890 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2025, an estimated $371K.
Acorn Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2018 and held it in 9 quarters.
Acorn Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $412K in Q3 2024.
1,217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2025.

Based on Acorn Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.