Aspen Investment Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Aspen Investment 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
2025 Q1	–	Sell	-26,321	Closed	-$2.31M	–	155
2024 Q4	$2.31M	Sell	26,321 -11,935	-31%	-$1.03M	1.07%	23
2024 Q3	$3.17M	Buy	38,256 +1,007	+3%	+$80.5K	1.48%	14
2024 Q2	$2.98M	Buy	37,249 +340	+0.9%	+$25.4K	1.49%	14
2024 Q1	$2.7M	Sell	36,909 -12,739	-26%	-$887K	1.37%	15
2023 Q4	$3.23M	Buy	49,648 +5,355	+12%	+$330K	1.8%	11
2023 Q3	$2.63M	Buy	44,293 +15,040	+51%	+$921K	1.59%	13
2023 Q2	$1.78M	Buy	+29,253	New	+$1.68M	1.06%	23

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

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

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Aspen Investment Management's SPYG Position: Q1 2025 in Review

Aspen Investment Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2025, closing a stake of 26,321 shares — an estimated $2.31M sold.

Aspen Investment Management first reported a position in SPYG in Q2 2023 and held it in 7 quarters. The position peaked at $3.23M in Q4 2023. 1,101 funds tracked by Wall St. Rank hold SPYG as of Q1 2025.

Aspen Investment Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
Aspen Investment Management sold 26,321 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2025, an estimated $2.31M.
Aspen Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and held it in 7 quarters.
Aspen Investment Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.23M in Q4 2023.
1,101 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2025.

Based on Aspen Investment Management's 13F filing for Q1 2025, filed 20 May 2025.