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

Liberty 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
-1,988
Closed -$208K – 262
2025
Q3 		$208K Buy
+1,988
New +$198K 0.03% 235
2022
Q1 		– Sell
-5,756
Closed -$417K – 179
2021
Q4 		$417K Buy
5,756
+3,759
+188% +$262K 0.02% 106
2021
Q3 		$128K Buy
+1,997
New +$132K 0.05% 241

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

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

Liberty Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2025, closing a stake of 1,988 shares — an estimated $208K sold.

Liberty Wealth Management first reported a position in SPYG in Q3 2021 and held it in 3 quarters. The position peaked at $417K in Q4 2021. 1,347 funds tracked by Wall St. Rank hold SPYG as of Q4 2025.

  • Liberty 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.
  • Liberty Wealth Management sold 1,988 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2025, an estimated $208K.
  • Liberty Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2021 and held it in 3 quarters.
  • Liberty Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $417K in Q4 2021.
  • 1,347 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2025.

Based on Liberty Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.