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

Azimuth Capital 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
-11,925
Closed -$1.05M – 305
2024
Q4 		$1.05M Buy
+11,925
New +$1.03M 0.04% 204
2022
Q4 		– Sell
-7,500
Closed -$376K – 310
2022
Q3 		$376K Buy
+7,500
New +$422K 0.02% 258

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
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
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

Azimuth Capital Investment Management's SPYG Position: Q1 2025 in Review

Azimuth Capital Investment Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2025, closing a stake of 11,925 shares — an estimated $1.05M sold.

Azimuth Capital Investment Management first reported a position in SPYG in Q3 2022 and held it in 2 quarters. The position peaked at $1.05M in Q4 2024. 1,101 funds tracked by Wall St. Rank hold SPYG as of Q1 2025.

  • Azimuth Capital 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.
  • Azimuth Capital Investment Management sold 11,925 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2025, an estimated $1.05M.
  • Azimuth Capital Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2022 and held it in 2 quarters.
  • Azimuth Capital Investment Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.05M in Q4 2024.
  • 1,101 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2025.

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