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

Congress 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
2025
Q2 		$1.39M Buy
14,556
+464
+3% +$39.8K 0.01% 625
2025
Q1 		$1.15M Buy
+14,092
New +$1.23M 0.01% 601

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 $374B AUM 17.66% 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

Congress Wealth Management's SPYG Position: Q2 2025 in Review

Congress Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.3% in Q2 2025, buying an estimated $39.8K and bringing the position to 14,556 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #625.

Congress Wealth Management first reported a position in SPYG in Q1 2025 and has held it in 2 quarters since. 1,167 funds tracked by Wall St. Rank hold SPYG as of Q2 2025.

  • Congress Wealth Management held 14,556 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.39M as of Q2 2025.
  • Congress Wealth Management bought 464 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2025, an estimated $39.8K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #625 holding.
  • Congress Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2025 and has held it in 2 quarters since.
  • 1,167 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.