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

EWG Elevate’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 Q3	$4.7M	Buy	44,969 +41,661	+1,259%	+$4.15M	1.47%	22
2025 Q2	$315K	Hold	3,308	–	–	0.1%	116
2025 Q1	$266K	Sell	3,308 -1,796	-35%	-$157K	0.1%	100
2024 Q4	$449K	Sell	5,104 -167	-3%	-$14.4K	0.14%	101
2024 Q3	$437K	Buy	5,271 +225	+4%	+$18K	0.18%	72
2024 Q2	$404K	Buy	5,046 +5	+0.1%	+$373	0.15%	94
2024 Q1	$369K	Buy	+5,041	New	+$351K	0.14%	89
2023 Q1	–	Sell	-49	Closed	-$2.49K	–	677
2022 Q4	$2.49K	Buy	+49	New	+$2.55K	﹤0.01%	554
2022 Q1	–	Sell	-25,967	Closed	-$1.88M	–	108
2021 Q4	$1.88M	Buy	+25,967	New	+$1.81M	0.92%	32

Other funds holding SPYG

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

EWG Elevate's SPYG Position: Q3 2025 in Review

EWG Elevate increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1,259% in Q3 2025, buying an estimated $4.15M and bringing the position to 44,969 shares worth $4.7M. The position accounts for 1.47% of the portfolio, ranked #22.

EWG Elevate first reported a position in SPYG in Q4 2021 and has held it in 9 quarters since. 1,217 funds tracked by Wall St. Rank hold SPYG as of Q3 2025.

EWG Elevate held 44,969 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.7M as of Q3 2025.
EWG Elevate bought 41,661 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2025, an estimated $4.15M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.47% of EWG Elevate's portfolio in Q3 2025, its #22 holding.
EWG Elevate first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 9 quarters since.
1,217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.