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

Bleakley Financial Group’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	-3,628	Closed	-$319K	–	922
2024 Q4	$319K	Buy	3,628 +42	+1%	+$3.63K	0.01%	780
2024 Q3	$297K	Hold	3,586	–	–	0.01%	785
2024 Q2	$287K	Hold	3,586	–	–	0.01%	765
2024 Q1	$262K	Buy	3,586 +292	+9%	+$20.3K	0.01%	800
2023 Q4	$214K	Buy	+3,294	New	+$203K	0.01%	841
2023 Q3	–	Sell	-7,421	Closed	-$453K	–	948
2023 Q2	$453K	Hold	7,421	–	–	0.01%	612
2023 Q1	$411K	Sell	7,421 -206	-3%	-$10.9K	0.01%	620
2022 Q4	$386K	Buy	+7,627	New	+$397K	0.01%	617

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bleakley Financial Group's SPYG Position: Q1 2025 in Review

Bleakley Financial Group sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2025, closing a stake of 3,628 shares — an estimated $319K sold.

Bleakley Financial Group first reported a position in SPYG in Q4 2022 and held it in 8 quarters. The position peaked at $453K in Q2 2023. 1,101 funds tracked by Wall St. Rank hold SPYG as of Q1 2025.

Bleakley Financial Group reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
Bleakley Financial Group sold 3,628 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2025, an estimated $319K.
Bleakley Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and held it in 8 quarters.
Bleakley Financial Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $453K in Q2 2023.
1,101 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.