EWM
SPYG icon

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

Evermay 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
Q1 		– Sell
-100
Closed -$8.79K – 606
2024
Q4 		$8.79K Hold
100
– – ﹤0.01% 456
2024
Q3 		$8.29K Buy
+100
New +$7.99K ﹤0.01% 472
2022
Q3 		– Sell
-340
Closed -$18K – 552
2022
Q2 		$18K Buy
+340
New +$19.5K ﹤0.01% 352

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

Evermay Wealth Management's SPYG Position: Q1 2025 in Review

Evermay Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2025, closing a stake of 100 shares — an estimated $8.79K sold.

Evermay Wealth Management first reported a position in SPYG in Q2 2022 and held it in 3 quarters. The position peaked at $18K in Q2 2022. 1,101 funds tracked by Wall St. Rank hold SPYG as of Q1 2025.

  • Evermay Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 100 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2025, an estimated $8.79K.
  • Evermay Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2022 and held it in 3 quarters.
  • Evermay Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $18K in Q2 2022.
  • 1,101 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2025.

Based on Evermay Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.