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

Davies Financial Advisors’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
-5,003
Closed -$523K – 57
2025
Q3 		$523K Sell
5,003
-239
-5% -$23.8K 0.42% 48
2025
Q2 		$500K Buy
+5,242
New +$449K 0.39% 53

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

Davies Financial Advisors's SPYG Position: Q4 2025 in Review

Davies Financial Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2025, closing a stake of 5,003 shares — an estimated $523K sold.

Davies Financial Advisors first reported a position in SPYG in Q2 2025 and held it in 2 quarters. The position peaked at $523K in Q3 2025. 1,341 funds tracked by Wall St. Rank hold SPYG as of Q4 2025.

  • Davies Financial Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Davies Financial Advisors sold 5,003 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2025, an estimated $523K.
  • Davies Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025 and held it in 2 quarters.
  • Davies Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $523K 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 Davies Financial Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.