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Better Money Decisions’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Better Money Decisions’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 		$1.45M Buy
15,234
+21
+0.1% +$1.8K 0.88% 25
2025
Q1 		$1.22M Buy
15,213
+882
+6% +$77K 0.82% 26
2024
Q4 		$1.26M Sell
14,331
-5,084
-26% -$439K 0.87% 23
2024
Q3 		$1.61M Sell
19,415
-117
-0.6% -$9.35K 1.14% 18
2024
Q2 		$1.57M Sell
19,532
-212
-1% -$15.8K 1.18% 19
2024
Q1 		$1.44M Sell
19,744
-318
-2% -$22.1K 1.15% 19
2023
Q4 		$1.31M Sell
20,062
-12,238
-38% -$755K 1.08% 18
2023
Q3 		$1.91M Sell
32,300
-5,616
-15% -$344K 1.69% 15
2023
Q2 		$2.31M Sell
37,916
-450
-1% -$25.8K 1.89% 11
2023
Q1 		$2.12M Sell
38,366
-10,070
-21% -$533K 1.79% 12
2022
Q4 		$2.45M Sell
48,436
-728
-1% -$37.9K 2.13% 10
2022
Q3 		$2.46M Sell
49,164
-3,280
-6% -$185K 2.4% 10
2022
Q2 		$2.74M Sell
52,444
-15,021
-22% -$861K 2.32% 9
2022
Q1 		$4.47M Sell
67,465
-127,357
-65% -$8.29M 4.19% 8
2021
Q4 		$14.1M Buy
194,822
+15,054
+8% +$1.05M 11.89% 2
2021
Q3 		$11.5M Buy
179,768
+6,518
+4% +$430K 9.48% 2
2021
Q2 		$10.9M Buy
173,250
+4,971
+3% +$298K 9.76% 2
2021
Q1 		$9.49M Buy
+168,279
New +$9.43M 9.79% 2

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 $424B AUM 22.94% 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

Better Money Decisions's SPYG Position: Q2 2025 in Review

Better Money Decisions increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.14% in Q2 2025, buying an estimated $1.8K and bringing the position to 15,234 shares worth $1.45M. The position accounts for 0.88% of the portfolio, ranked #25.

Better Money Decisions first reported a position in SPYG in Q1 2021 and has held it in 18 quarters since. The position peaked at $14.1M in Q4 2021. 1,166 funds tracked by Wall St. Rank hold SPYG as of Q2 2025.

  • Better Money Decisions held 15,234 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.45M as of Q2 2025.
  • Better Money Decisions bought 21 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2025, an estimated $1.8K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.88% of Better Money Decisions's portfolio in Q2 2025, its #25 holding.
  • Better Money Decisions first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2021 and has held it in 18 quarters since.
  • Better Money Decisions's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $14.1M in Q4 2021.
  • 1,166 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.