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J.W. Coons Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

J.W. Coons 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
Q2 		$364K Hold
3,820
– – 0.08% 191
2025
Q1 		$307K Hold
3,820
– – 0.08% 189
2024
Q4 		$336K Sell
3,820
-290
-7% -$25.1K 0.09% 186
2024
Q3 		$341K Buy
4,110
+80
+2% +$6.39K 0.09% 185
2024
Q2 		$323K Sell
4,030
-40
-1% -$2.99K 0.08% 184
2024
Q1 		$298K Sell
4,070
-6
-0.1% -$418 0.07% 196
2023
Q4 		$265K Buy
+4,076
New +$251K 0.07% 205
2022
Q3 		– Sell
-4,210
Closed -$218K – 220
2022
Q2 		$218K Sell
4,210
-1,910
-31% -$110K 0.08% 227
2022
Q1 		$405K Hold
6,120
– – 0.12% 170
2021
Q4 		$443K Buy
6,120
+90
+1% +$6.28K 0.13% 161
2021
Q3 		$387K Sell
6,030
-300
-5% -$19.8K 0.13% 162
2021
Q2 		$399K Sell
6,330
-1,575
-20% -$94.5K 0.14% 157
2021
Q1 		$448K Sell
7,905
-430
-5% -$24.1K 0.16% 144
2020
Q4 		$460K Buy
8,335
+20
+0.2% +$1.05K 0.18% 133
2020
Q3 		$417K Sell
8,315
-1,800
-18% -$88.2K 0.17% 134
2020
Q2 		$456K Buy
10,115
+525
+5% +$21.8K 0.2% 123
2020
Q1 		$343K Buy
+9,590
New +$393K 0.18% 136

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

J.W. Coons Advisors's SPYG Position: Q2 2025 in Review

J.W. Coons Advisors held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2025 at 3,820 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #191.

J.W. Coons Advisors first reported a position in SPYG in Q1 2020 and has held it in 17 quarters since. The position peaked at $460K in Q4 2020. 1,167 funds tracked by Wall St. Rank hold SPYG as of Q2 2025.

  • J.W. Coons Advisors held 3,820 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $364K as of Q2 2025.
  • J.W. Coons Advisors left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2025.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.08% of J.W. Coons Advisors's portfolio in Q2 2025, its #191 holding.
  • J.W. Coons Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and has held it in 17 quarters since.
  • J.W. Coons Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $460K in Q4 2020.
  • 1,167 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.