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SPYG icon

Carolinas Wealth Consulting’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-78
Closed -$6.27K – 816
2025
Q1 		$6.27K Hold
78
– – ﹤0.01% 576
2024
Q4 		$6.86K Hold
78
– – ﹤0.01% 592
2024
Q3 		$6.47K Hold
78
– – ﹤0.01% 624
2024
Q2 		$6.25K Hold
78
– – ﹤0.01% 617
2024
Q1 		$5.71K Hold
78
– – ﹤0.01% 629
2023
Q4 		$5.08K Hold
78
– – ﹤0.01% 617
2023
Q3 		$4.51K Hold
78
– – ﹤0.01% 619
2023
Q2 		$4.76K Buy
+78
New +$4.47K ﹤0.01% 678

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 22.96% 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 $9.42B AUM 17.63% 1-Year Est. Return

Carolinas Wealth Consulting's SPYG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2025, closing a stake of 78 shares — an estimated $6.27K sold.

Carolinas Wealth Consulting first reported a position in SPYG in Q2 2023 and held it in 8 quarters. The position peaked at $6.86K in Q4 2024. 1,166 funds tracked by Wall St. Rank hold SPYG as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 78 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2025, an estimated $6.27K.
  • Carolinas Wealth Consulting first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and held it in 8 quarters.
  • Carolinas Wealth Consulting's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.86K in Q4 2024.
  • 1,166 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.