GWSA
SPYG icon

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
2024
Q1 		– Hold
0
– -$32 – 400
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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