Empire Life Investments’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Empire Life Investments’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
2024 Q4	–	Sell	-30,888	Closed	-$2.56M	–	109
2024 Q3	$2.56M	Buy	30,888 +3,200	+12%	+$256K	0.16%	76
2024 Q2	$2.22M	Buy	27,688 +6,200	+29%	+$463K	0.14%	72
2024 Q1	$1.57M	Sell	21,488 -4,900	-19%	-$341K	0.1%	77
2023 Q4	$1.72M	Sell	26,388 -2,500	-9%	-$154K	0.11%	75
2023 Q3	$1.71M	Buy	28,888 +5,200	+22%	+$319K	0.13%	67
2023 Q2	$1.45M	Buy	23,688 +600	+3%	+$34.4K	0.1%	71
2023 Q1	$1.28M	Buy	23,088 +8,900	+63%	+$471K	0.09%	74
2022 Q4	$719K	Buy	14,188 +500	+4%	+$26K	0.05%	85
2022 Q3	$686K	Sell	13,688 -2,200	-14%	-$124K	0.05%	83
2022 Q2	$831K	Buy	+15,888	New	+$911K	0.06%	84

Other funds holding SPYG

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empire Life Investments's SPYG Position: Q4 2024 in Review

Empire Life Investments sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2024, closing a stake of 30,888 shares — an estimated $2.56M sold.

Empire Life Investments first reported a position in SPYG in Q2 2022 and held it in 10 quarters. The position peaked at $2.56M in Q3 2024. 1,136 funds tracked by Wall St. Rank hold SPYG as of Q4 2024.

Empire Life Investments reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
Empire Life Investments sold 30,888 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2024, an estimated $2.56M.
Empire Life Investments first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2022 and held it in 10 quarters.
Empire Life Investments's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.56M in Q3 2024.
1,136 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2024.

Based on Empire Life Investments's 13F filing for Q4 2024, filed 30 Jan 2025.