Cassady Schiller Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$129K	Hold	1,463	–	–	0.05%	145
2024 Q3	$121K	Hold	1,463	–	–	0.04%	149
2024 Q2	$117K	Hold	1,463	–	–	0.05%	148
2024 Q1	$107K	Hold	1,463	–	–	0.05%	149
2023 Q4	$95.2K	Sell	1,463 -1,000	-41%	-$61.7K	0.05%	153
2023 Q3	$146K	Buy	2,463 +663	+37%	+$40.6K	0.08%	126
2023 Q2	$110K	Hold	1,800	–	–	0.06%	142
2023 Q1	$99.6K	Hold	1,800	–	–	0.05%	145
2022 Q4	$91.2K	Buy	+1,800	New	+$93.7K	0.06%	137
2022 Q1	–	Sell	-633	Closed	-$46K	–	528
2021 Q4	$46K	Buy	+633	New	+$44.2K	0.03%	208

Other funds holding SPYG

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

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

Cassady Schiller Wealth Management's SPYG Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q4 2024 at 1,463 shares worth $129K. The position accounts for 0.05% of the portfolio, ranked #145.

Cassady Schiller Wealth Management first reported a position in SPYG in Q4 2021 and has held it in 10 quarters since. The position peaked at $146K in Q3 2023. 1,136 funds tracked by Wall St. Rank hold SPYG as of Q4 2024.

Cassady Schiller Wealth Management held 1,463 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $129K as of Q4 2024.
Cassady Schiller Wealth Management left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q4 2024.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.05% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #145 holding.
Cassady Schiller Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $146K in Q3 2023.
1,136 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.