Global Wealth Strategies & Associates’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Global Wealth Strategies & Associates’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 Q4	–	Sell	-12	Closed	-$1.25K	–	590
2025 Q3	$1.25K	Hold	12	–	–	﹤0.01%	417
2025 Q2	$1.14K	Hold	12	–	–	﹤0.01%	325
2025 Q1	$964	Buy	+12	New	+$1.05K	﹤0.01%	423
2023 Q4	–	Hold	0	–	–	–	320
2023 Q3	–	Hold	0	–	–	–	329
2023 Q2	–	Sell	-259	Closed	-$14.8K	–	309
2023 Q1	$14.4K	Buy	259 +103	+66%	+$5.45K	0.01%	133
2022 Q4	$7.93K	Buy	+156	New	+$8.12K	﹤0.01%	171

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Global Wealth Strategies & Associates's SPYG Position: Q4 2025 in Review

Global Wealth Strategies & Associates sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2025, closing a stake of 12 shares — an estimated $1.25K sold.

Global Wealth Strategies & Associates first reported a position in SPYG in Q4 2022 and held it in 5 quarters. The position peaked at $14.4K in Q1 2023. 1,351 funds tracked by Wall St. Rank hold SPYG as of Q4 2025.

Global Wealth Strategies & Associates reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
Global Wealth Strategies & Associates sold 12 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2025, an estimated $1.25K.
Global Wealth Strategies & Associates first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and held it in 5 quarters.
Global Wealth Strategies & Associates's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $14.4K in Q1 2023.
1,351 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2025, filed 2 Jan 2026.