AAS
SPYG icon

Avantax Advisory Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Avantax Advisory Services’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 		$12M Buy
125,512
+2,234
+2% +$192K 0.07% 232
2025
Q1 		$9.91M Buy
123,278
+1,770
+1% +$155K 0.06% 249
2024
Q4 		$10.7M Buy
121,508
+11,796
+11% +$1.02M 0.07% 212
2024
Q3 		$9.1M Sell
109,712
-9,674
-8% -$773K 0.06% 238
2024
Q2 		$9.57M Buy
119,386
+27,622
+30% +$2.06M 0.07% 216
2024
Q1 		$6.71M Buy
91,764
+2,248
+3% +$156K 0.06% 243
2023
Q4 		$5.82M Buy
89,516
+925
+1% +$57K 0.06% 249
2023
Q3 		$5.25M Buy
88,591
+6,857
+8% +$420K 0.06% 245
2023
Q2 		$4.99M Buy
81,734
+4,527
+6% +$259K 0.06% 251
2023
Q1 		$4.27M Buy
77,207
+21,168
+38% +$1.12M 0.05% 275
2022
Q4 		$2.84M Sell
56,039
-2,519
-4% -$131K 0.04% 342
2022
Q3 		$2.93M Buy
58,558
+8,187
+16% +$461K 0.05% 304
2022
Q2 		$2.63M Buy
50,371
+22,816
+83% +$1.31M 0.04% 322
2022
Q1 		$1.83M Sell
27,555
-4,884
-15% -$318K 0.03% 397
2021
Q4 		$2.35M Buy
32,439
+437
+1% +$30.5K 0.04% 339
2021
Q3 		$2.05M Sell
32,002
-1,009
-3% -$66.6K 0.03% 332
2021
Q2 		$2.08M Buy
33,011
+5,044
+18% +$303K 0.04% 318
2021
Q1 		$1.58M Buy
27,967
+287
+1% +$16.1K 0.03% 338
2020
Q4 		$1.53M Sell
27,680
-17,170
-38% -$902K 0.04% 313
2020
Q3 		$2.25M Buy
44,850
+18,948
+73% +$929K 0.04% 345
2020
Q2 		$1.16M Buy
25,902
+5,506
+27% +$229K 0.03% 315
2020
Q1 		$727K Buy
20,396
+1,408
+7% +$57.7K 0.02% 355
2019
Q4 		$796K Buy
18,988
+38
+0.2% +$1.52K 0.02% 381
2019
Q3 		$738K Sell
18,950
-23,995
-56% -$938K 0.03% 260
2019
Q2 		$1.66M Sell
42,945
-11,102
-21% -$422K 0.07% 134
2019
Q1 		$2.01M Sell
54,047
-6,052
-10% -$214K 0.11% 102
2018
Q4 		$1.95M Buy
+60,099
New +$2.1M 0.33% 79

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

Avantax Advisory Services's SPYG Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.8% in Q2 2025, buying an estimated $192K and bringing the position to 125,512 shares worth $12M. The position accounts for 0.07% of the portfolio, ranked #232.

Avantax Advisory Services first reported a position in SPYG in Q4 2018 and has held it in 27 quarters since. 1,166 funds tracked by Wall St. Rank hold SPYG as of Q2 2025.

  • Avantax Advisory Services held 125,512 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $12M as of Q2 2025.
  • Avantax Advisory Services bought 2,234 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2025, an estimated $192K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.07% of Avantax Advisory Services's portfolio in Q2 2025, its #232 holding.
  • Avantax Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2018 and has held it in 27 quarters since.
  • 1,166 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.