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

Financial Advocates Investment 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
Q3 		– Sell
-104,580
Closed -$9.97M – 535
2025
Q2 		$9.97M Sell
104,580
-255,136
-71% -$21.9M 0.81% 29
2025
Q1 		$28.9M Sell
359,716
-12,967
-3% -$1.13M 2.03% 3
2024
Q4 		$32.8M Buy
372,683
+15,870
+4% +$1.37M 1.86% 5
2024
Q3 		$29.6M Sell
356,813
-2,194
-0.6% -$175K 1.67% 5
2024
Q2 		$28.8M Buy
359,007
+15,582
+5% +$1.16M 1.78% 5
2024
Q1 		$25.1M Buy
343,425
+18,636
+6% +$1.3M 1.45% 6
2023
Q4 		$21.1M Buy
324,789
+137,947
+74% +$8.51M 1.38% 7
2023
Q3 		$11.1M Buy
186,842
+11,535
+7% +$707K 0.8% 20
2023
Q2 		$10.7M Sell
175,307
-44,993
-20% -$2.58M 0.76% 21
2023
Q1 		$12.2M Buy
220,300
+65,104
+42% +$3.45M 0.88% 20
2022
Q4 		$7.85M Buy
155,196
+40,153
+35% +$2.09M 0.59% 29
2022
Q3 		$5.76M Buy
115,043
+14,952
+15% +$841K 0.48% 44
2022
Q2 		$5.23M Buy
100,091
+6,129
+7% +$351K 0.42% 54
2022
Q1 		$6.22M Buy
93,962
+34,823
+59% +$2.27M 0.41% 50
2021
Q4 		$4.29M Buy
59,139
+5,301
+10% +$370K 0.27% 91
2021
Q3 		$3.45M Buy
53,838
+5,177
+11% +$342K 0.23% 111
2021
Q2 		$3.06M Sell
48,661
-4,569
-9% -$274K 0.2% 125
2021
Q1 		$3M Buy
53,230
+946
+2% +$53K 0.21% 107
2020
Q4 		$2.89M Buy
52,284
+4,037
+8% +$212K 0.2% 113
2020
Q3 		$2.42M Buy
48,247
+2,052
+4% +$101K 0.21% 100
2020
Q2 		$2.08M Buy
46,195
+20,442
+79% +$849K 0.2% 122
2020
Q1 		$920K Buy
25,753
+10,067
+64% +$412K 0.13% 190
2019
Q4 		$657K Sell
15,686
-49
-0.3% -$1.96K 0.07% 270
2019
Q3 		$612K Sell
15,735
-496
-3% -$19.4K 0.07% 261
2019
Q2 		$629K Sell
16,231
-184
-1% -$6.99K 0.07% 245
2019
Q1 		$611K Buy
16,415
+5,139
+46% +$182K 0.08% 238
2018
Q4 		$366K Sell
11,276
-5,155
-31% -$180K 0.05% 300
2018
Q3 		$628K Buy
16,431
+4,298
+35% +$160K 0.07% 249
2018
Q2 		$429K Sell
12,133
-1,394
-10% -$48.4K 0.05% 289
2018
Q1 		$453K Buy
13,527
+25
+0.2% +$861 0.06% 273
2017
Q4 		$446K Buy
+13,502
New +$436K 0.06% 270

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $424B AUM 22.96% 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

Financial Advocates Investment Management's SPYG Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2025, closing a stake of 104,580 shares — an estimated $9.97M sold.

Financial Advocates Investment Management first reported a position in SPYG in Q4 2017 and held it in 31 quarters. The position peaked at $32.8M in Q4 2024. 1,217 funds tracked by Wall St. Rank hold SPYG as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 104,580 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2025, an estimated $9.97M.
  • Financial Advocates Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $32.8M in Q4 2024.
  • 1,217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.