IHWM
SPYG icon

Iron Horse Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Iron Horse Wealth Management’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
Q2 		$760K Sell
7,969
-116
-1% -$9.94K 0.22% 23
2025
Q1 		$650K Sell
8,085
-436
-5% -$38.1K 0.21% 24
2024
Q4 		$749K Sell
8,521
-137
-2% -$11.8K 0.25% 21
2024
Q3 		$718K Sell
8,658
-79
-0.9% -$6.32K 0.25% 20
2024
Q2 		$700K Sell
8,737
-61
-0.7% -$4.56K 0.27% 19
2024
Q1 		$644K Sell
8,798
-4,853
-36% -$338K 0.25% 19
2023
Q4 		$888K Sell
13,651
-54
-0.4% -$3.33K 0.39% 18
2023
Q3 		$812K Buy
13,705
+77
+0.6% +$4.72K 0.4% 19
2023
Q2 		$831K Sell
13,628
-6,705
-33% -$384K 0.41% 19
2023
Q1 		$1.13M Sell
20,333
-311
-2% -$16.5K 0.56% 19
2022
Q4 		$1.05M Buy
20,644
+14,279
+224% +$743K 0.56% 19
2022
Q3 		$319K Sell
6,365
-251,526
-98% -$14.2M 0.46% 21
2022
Q2 		$13.5M Buy
257,891
+33,732
+15% +$1.93M 7.67% 2
2022
Q1 		$14.8M Buy
224,159
+14,139
+7% +$920K 8.15% 2
2021
Q4 		$15.2M Buy
210,020
+15,146
+8% +$1.06M 8.55% 2
2021
Q3 		$12.5M Buy
194,874
+374
+0.2% +$24.7K 7.74% 4
2021
Q2 		$12.2M Sell
194,500
-4,867
-2% -$292K 8.08% 4
2021
Q1 		$11.2M Buy
199,367
+3,359
+2% +$188K 8.42% 4
2020
Q4 		$10.8M Buy
+196,008
New +$10.3M 8.68% 4

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
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Iron Horse Wealth Management's SPYG Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.4% in Q2 2025, selling an estimated $9.94K and leaving 7,969 shares worth $760K. The position accounts for 0.22% of the portfolio, ranked #23.

Iron Horse Wealth Management first reported a position in SPYG in Q4 2020 and has held it in 19 quarters since. The position peaked at $15.2M in Q4 2021. 1,167 funds tracked by Wall St. Rank hold SPYG as of Q2 2025.

  • Iron Horse Wealth Management held 7,969 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $760K as of Q2 2025.
  • Iron Horse Wealth Management sold 116 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2025, an estimated $9.94K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.22% of Iron Horse Wealth Management's portfolio in Q2 2025, its #23 holding.
  • Iron Horse Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 19 quarters since.
  • Iron Horse Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $15.2M in Q4 2021.
  • 1,167 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.