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

Crowley 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
Q4 		– Sell
-3,060
Closed -$320K – 301
2025
Q3 		$320K Sell
3,060
-96
-3% -$9.56K 0.25% 62
2025
Q2 		$301K Hold
3,156
– – 0.27% 54
2025
Q1 		$254K Hold
3,156
– – 0.24% 60
2024
Q4 		$277K Buy
+3,156
New +$273K 0.24% 59

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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

Crowley Wealth Management's SPYG Position: Q4 2025 in Review

Crowley Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2025, closing a stake of 3,060 shares — an estimated $320K sold.

Crowley Wealth Management first reported a position in SPYG in Q4 2024 and held it in 4 quarters. The position peaked at $320K in Q3 2025. 1,341 funds tracked by Wall St. Rank hold SPYG as of Q4 2025.

  • Crowley Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 3,060 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2025, an estimated $320K.
  • Crowley Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $320K in Q3 2025.
  • 1,341 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.