BFA
SPYG icon

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

Beacon Financial Advisory’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
-6,360
Closed -$559K – 337
2024
Q4 		$559K Buy
6,360
+1,402
+28% +$121K 0.18% 148
2024
Q3 		$411K Sell
4,958
-282
-5% -$22.5K 0.14% 180
2024
Q2 		$420K Buy
+5,240
New +$391K 0.16% 167

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 $17.8B AUM 24.16% 1-Year Est. Return

Beacon Financial Advisory's SPYG Position: Q1 2025 in Review

Beacon Financial Advisory sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2025, closing a stake of 6,360 shares — an estimated $559K sold.

Beacon Financial Advisory first reported a position in SPYG in Q2 2024 and held it in 3 quarters. The position peaked at $559K in Q4 2024. 1,101 funds tracked by Wall St. Rank hold SPYG as of Q1 2025.

  • Beacon Financial Advisory reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 6,360 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2025, an estimated $559K.
  • Beacon Financial Advisory first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and held it in 3 quarters.
  • Beacon Financial Advisory's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $559K 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 Beacon Financial Advisory's 13F filing for Q1 2025, filed 24 Apr 2025.