BFA
SPYG icon

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

Beaumont Financial Advisors’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
-1,970
Closed -$206K – 405
2025
Q3 		$206K Buy
+1,970
New +$196K 0.01% 385
2025
Q1 		– Sell
-2,368
Closed -$208K – 384
2024
Q4 		$208K Buy
+2,368
New +$205K 0.02% 354
2022
Q2 		– Sell
-3,333
Closed -$221K – 361
2022
Q1 		$221K Buy
3,333
+2
+0.1% +$130 0.02% 335
2021
Q4 		$241K Buy
3,331
+1
+0% +$70 0.02% 316
2021
Q3 		$213K Hold
3,330
– – 0.02% 339
2021
Q2 		$210K Buy
+3,330
New +$200K 0.02% 356
2018
Q4 		– Sell
-85,645
Closed -$3.27M – 235
2018
Q3 		$3.27M Buy
+85,645
New +$3.18M 0.33% 71

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $376B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B 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 $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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