EWM
SPYG icon

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

Executive 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
2024
Q4 		$34.9M Sell
396,694
-7,685
-2% -$664K 2.73% 6
2024
Q3 		$33.5M Sell
404,379
-3,221
-0.8% -$257K 2.63% 7
2024
Q2 		$32.7M Sell
407,600
-27,031
-6% -$2.02M 5.99% 3
2024
Q1 		$31.8M Buy
434,631
+148,148
+52% +$10.3M 2.79% 6
2023
Q4 		$18.6M Buy
286,483
+2,343
+0.8% +$144K 1.75% 13
2023
Q3 		$16.8M Sell
284,140
-10,333
-4% -$633K 1.74% 14
2023
Q2 		$18M Buy
294,473
+44,959
+18% +$2.58M 1.86% 11
2023
Q1 		$13.8M Sell
249,514
-180,548
-42% -$9.56M 1.53% 17
2022
Q4 		$21.8M Buy
430,062
+410,594
+2,109% +$21.4M 2.68% 7
2022
Q3 		$19.5K Sell
19,468
-258,711
-93% -$14.6M 2.71% 10
2022
Q2 		$14.5M Sell
278,179
-133,357
-32% -$7.65M 1.96% 11
2022
Q1 		$27.2M Sell
411,536
-69,595
-14% -$4.53M 2.96% 6
2021
Q4 		$34.9M Sell
481,131
-6,218
-1% -$434K 3.47% 4
2021
Q3 		$31.2M Sell
487,349
-34,563
-7% -$2.28M 3.44% 3
2021
Q2 		$32.9M Buy
521,912
+50,896
+11% +$3.05M 3.6% 3
2021
Q1 		$26.6M Buy
471,016
+331,190
+237% +$18.6M 3.12% 6
2020
Q4 		$7.73M Sell
139,826
-44,745
-24% -$2.35M 0.95% 21
2020
Q3 		$9.25M Buy
184,571
+52,586
+40% +$2.58M 1.28% 18
2020
Q2 		$5.93M Buy
131,985
+37,368
+39% +$1.55M 0.89% 20
2020
Q1 		$3.38M Sell
94,617
-236,115
-71% -$9.67M 0.6% 38
2019
Q4 		$13.9M Sell
330,732
-18,391
-5% -$737K 1.9% 12
2019
Q3 		$13.6M Buy
349,123
+9,914
+3% +$387K 2.06% 11
2019
Q2 		$13.1M Buy
339,209
+336,076
+10,727% +$12.8M 1.86% 12
2019
Q1 		$117K Sell
3,133
-734
-19% -$26K 0.02% 183
2018
Q4 		$126K Buy
+3,867
New +$135K 0.02% 176

Other funds holding SPYG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Executive Wealth Management's SPYG Position: Q4 2024 in Review

Executive Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.9% in Q4 2024, selling an estimated $664K and leaving 396,694 shares worth $34.9M. The position accounts for 2.73% of the portfolio, ranked #6.

Executive Wealth Management first reported a position in SPYG in Q4 2018 and has held it in 25 quarters since. 1,136 funds tracked by Wall St. Rank hold SPYG as of Q4 2024.

  • Executive Wealth Management held 396,694 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $34.9M as of Q4 2024.
  • Executive Wealth Management sold 7,685 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2024, an estimated $664K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 2.73% of Executive Wealth Management's portfolio in Q4 2024, its #6 holding.
  • Executive Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2018 and has held it in 25 quarters since.
  • 1,136 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.