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

Financial Insights’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	-3,331	Closed	-$268K	–	133
2025 Q1	$268K	Sell	3,331 -1,784	-35%	-$156K	0.11%	91
2024 Q4	$450K	Sell	5,115 -17,864	-78%	-$1.54M	0.17%	70
2024 Q3	$1.91M	Sell	22,979 -27,212	-54%	-$2.18M	0.6%	32
2024 Q2	$4.02M	Buy	50,191 +18,194	+57%	+$1.36M	1.12%	20
2024 Q1	$2.34M	Buy	+31,997	New	+$2.23M	0.65%	32
2022 Q3	–	Sell	-5,000	Closed	-$261K	–	127
2022 Q2	$261K	Hold	5,000	–	–	0.26%	70
2022 Q1	$331K	Hold	5,000	–	–	0.3%	56
2021 Q4	$362K	Hold	5,000	–	–	0.31%	58
2021 Q3	$320K	Hold	5,000	–	–	0.29%	57
2021 Q2	$3.15M	Hold	5,000	–	–	0.26%	60
2021 Q1	$282K	Hold	5,000	–	–	0.21%	65
2020 Q4	$276K	Hold	5,000	–	–	0.21%	62
2020 Q3	$251K	Buy	5,000 +4,451	+811%	+$218K	0.21%	62
2020 Q2	$225	Buy	+549	New	+$22.8K	0.2%	69
2020 Q1	–	Sell	-5,000	Closed	-$210K	–	80
2019 Q4	$210K	Buy	+5,000	New	+$200K	0.18%	79

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Financial Insights's SPYG Position: Q2 2025 in Review

Financial Insights sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2025, closing a stake of 3,331 shares — an estimated $268K sold.

Financial Insights first reported a position in SPYG in Q4 2019 and held it in 15 quarters. The position peaked at $4.02M in Q2 2024. 1,167 funds tracked by Wall St. Rank hold SPYG as of Q2 2025.

Financial Insights reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
Financial Insights sold 3,331 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2025, an estimated $268K.
Financial Insights first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and held it in 15 quarters.
Financial Insights's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.02M in Q2 2024.
1,167 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2025.

Based on Financial Insights's 13F filing for Q2 2025, filed 22 Jul 2025.