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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 $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Financial Services Advisory's SPYG Position: Q1 2025 in Review

Financial Services Advisory sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2025, closing a stake of 215,999 shares — an estimated $19M sold.

Financial Services Advisory first reported a position in SPYG in Q1 2018 and held it in 10 quarters. The position peaked at $24.2M in Q2 2024. 1,104 funds tracked by Wall St. Rank hold SPYG as of Q1 2025.

  • Financial Services Advisory reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Services Advisory sold 215,999 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2025, an estimated $19M.
  • Financial Services Advisory first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2018 and held it in 10 quarters.
  • Financial Services Advisory's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $24.2M in Q2 2024.
  • 1,104 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2025.

Based on Financial Services Advisory's 13F filing for Q1 2025, filed 12 May 2025.