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

Axis 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
2025
Q4 		– Sell
-1,947
Closed -$203K – 172
2025
Q3 		$203K Buy
+1,947
New +$194K 0.12% 158

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Axis Wealth Partners's SPYG Position: Q4 2025 in Review

Axis Wealth Partners sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2025, closing a stake of 1,947 shares — an estimated $203K sold.

Axis Wealth Partners first reported a position in SPYG in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 1,347 funds tracked by Wall St. Rank hold SPYG as of Q4 2025.

  • Axis Wealth Partners reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Axis Wealth Partners sold 1,947 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2025, an estimated $203K.
  • Axis Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2025 and held it in 1 quarter.
  • Axis Wealth Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $203K in Q3 2025.
  • 1,347 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2025.

Based on Axis Wealth Partners's 13F filing for Q4 2025, filed 30 Jan 2026.