FSA
SPYG icon

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

Financial Services Advisory’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
Q1 		– Sell
-215,999
Closed -$19M – 56
2024
Q4 		$19M Buy
215,999
+151,669
+236% +$13.1M 4.45% 10
2024
Q3 		$5.34M Sell
64,330
-238,001
-79% -$19M 1.29% 19
2024
Q2 		$24.2M Buy
302,331
+173,454
+135% +$13M 6.63% 3
2024
Q1 		$9.43M Buy
128,877
+2,053
+2% +$143K 2.34% 15
2023
Q4 		$8.25M Sell
126,824
-5,048
-4% -$311K 2.36% 15
2023
Q3 		$7.82M Sell
131,872
-443
-0.3% -$27.1K 3.82% 10
2023
Q2 		$8.07M Buy
+132,315
New +$7.58M 3.34% 10
2019
Q4 		– Sell
-100,841
Closed -$3.92M – 35
2019
Q3 		$3.92M Sell
100,841
-4,588
-4% -$179K 2.6% 14
2019
Q2 		$4.08M Buy
+105,429
New +$4M 2.66% 14
2018
Q2 		– Sell
-177,091
Closed -$5.94M – 24
2018
Q1 		$5.94M Buy
+177,091
New +$6.1M 6.33% 6

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $376B 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 $24.6B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return