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

Element Wealth’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 Q1	–	Sell	-152	Closed	-$13.4K	–	271
2024 Q4	$13.4K	Hold	152	–	–	0.01%	242
2024 Q3	$12.6K	Sell	152 -48	-24%	-$3.84K	0.01%	239
2024 Q2	$16K	Hold	200	–	–	0.01%	232
2024 Q1	$14.6K	Hold	200	–	–	0.01%	224
2023 Q4	$13K	Hold	200	–	–	0.01%	215
2023 Q3	$11.9K	Hold	200	–	–	0.01%	207
2023 Q2	$12.2K	Hold	200	–	–	0.01%	202
2023 Q1	$11.1K	Buy	+200	New	+$10.6K	0.01%	183
2022 Q2	–	Sell	-818	Closed	-$54K	–	207
2022 Q1	$54K	Hold	818	–	–	0.04%	154
2021 Q4	$59K	Hold	818	–	–	0.04%	135
2021 Q3	$52K	Hold	818	–	–	0.04%	130
2021 Q2	$52K	Hold	818	–	–	0.04%	126
2021 Q1	$46K	Buy	+818	New	+$45.8K	0.04%	128

Other funds holding SPYG

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Element Wealth's SPYG Position: Q1 2025 in Review

Element Wealth sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2025, closing a stake of 152 shares — an estimated $13.4K sold.

Element Wealth first reported a position in SPYG in Q1 2021 and held it in 13 quarters. The position peaked at $59K in Q4 2021. 1,104 funds tracked by Wall St. Rank hold SPYG as of Q1 2025.

Element Wealth reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 152 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2025, an estimated $13.4K.
Element Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2021 and held it in 13 quarters.
Element Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $59K in Q4 2021.
1,104 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.