FM
SPYG icon

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

Family 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
Q2 		– Sell
-445
Closed -$35.8K – 241
2025
Q1 		$35.8K Hold
445
– – 0.01% 193
2024
Q4 		$39.1K Hold
445
– – 0.01% 176
2024
Q3 		$36.9K Hold
445
– – 0.01% 175
2024
Q2 		$35.7K Buy
+445
New +$33.2K 0.01% 159
2022
Q1 		– Sell
-6
Closed – – 185
2021
Q4 		$0 Buy
+6
New +$419 ﹤0.01% 192
2019
Q4 		– Sell
-2,130
Closed -$83K – 209
2019
Q3 		$83K Sell
2,130
-1,707
-44% -$66.7K 0.03% 155
2019
Q2 		$149K Buy
+3,837
New +$146K 0.06% 134

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Family Management's SPYG Position: Q2 2025 in Review

Family Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2025, closing a stake of 445 shares — an estimated $35.8K sold.

Family Management first reported a position in SPYG in Q2 2019 and held it in 7 quarters. The position peaked at $149K in Q2 2019. 1,167 funds tracked by Wall St. Rank hold SPYG as of Q2 2025.

  • Family Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Family Management sold 445 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2025, an estimated $35.8K.
  • Family Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2019 and held it in 7 quarters.
  • Family Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $149K in Q2 2019.
  • 1,167 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2025.

Based on Family Management's 13F filing for Q2 2025, filed 14 Aug 2025.