JWM
SPYG icon

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

Jessup 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
Q4 		– Sell
-5,348
Closed -$559K – 387
2025
Q3 		$559K Hold
5,348
– – 0.21% 44
2025
Q2 		$510K Hold
5,348
– – 0.2% 50
2025
Q1 		$430K Buy
+5,348
New +$467K 0.18% 53

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Jessup Wealth Management's SPYG Position: Q4 2025 in Review

Jessup Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2025, closing a stake of 5,348 shares — an estimated $559K sold.

Jessup Wealth Management first reported a position in SPYG in Q1 2025 and held it in 3 quarters. The position peaked at $559K in Q3 2025. 1,341 funds tracked by Wall St. Rank hold SPYG as of Q4 2025.

  • Jessup Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Jessup Wealth Management sold 5,348 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2025, an estimated $559K.
  • Jessup Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2025 and held it in 3 quarters.
  • Jessup Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $559K in Q3 2025.
  • 1,341 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2025.

Based on Jessup Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.