EW
SPYG icon

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
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
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return