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

Antonelli Financial 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
Q2 		– Sell
-3,928
Closed -$316K – 47
2025
Q1 		$316K Sell
3,928
-26
-0.7% -$2.27K 0.25% 36
2024
Q4 		$348K Buy
+3,954
New +$342K 0.29% 38

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Antonelli Financial Advisors's SPYG Position: Q2 2025 in Review

Antonelli Financial Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2025, closing a stake of 3,928 shares — an estimated $316K sold.

Antonelli Financial Advisors first reported a position in SPYG in Q4 2024 and held it in 2 quarters. The position peaked at $348K in Q4 2024. 1,166 funds tracked by Wall St. Rank hold SPYG as of Q2 2025.

  • Antonelli Financial Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Antonelli Financial Advisors sold 3,928 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2025, an estimated $316K.
  • Antonelli Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and held it in 2 quarters.
  • Antonelli Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $348K in Q4 2024.
  • 1,166 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2025.

Based on Antonelli Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.