GA
SPYG icon

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

Guerra Advisors’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
Q3 		$869K Buy
8,318
+1,801
+28% +$179K 0.32% 66
2025
Q2 		$621K Buy
6,517
+1,632
+33% +$140K 0.29% 57
2025
Q1 		$393K Buy
4,885
+1,405
+40% +$123K 0.22% 60
2024
Q4 		$306K Buy
+3,480
New +$301K 0.17% 60

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B 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 $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Guerra Advisors's SPYG Position: Q3 2025 in Review

Guerra Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 28% in Q3 2025, buying an estimated $179K and bringing the position to 8,318 shares worth $869K. The position accounts for 0.32% of the portfolio, ranked #66.

Guerra Advisors first reported a position in SPYG in Q4 2024 and has held it in 4 quarters since. 1,217 funds tracked by Wall St. Rank hold SPYG as of Q3 2025.

  • Guerra Advisors held 8,318 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $869K as of Q3 2025.
  • Guerra Advisors bought 1,801 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2025, an estimated $179K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.32% of Guerra Advisors's portfolio in Q3 2025, its #66 holding.
  • Guerra Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.