MW
SPYG icon

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

Marks Wealth’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
-284,533
Closed -$29.7M – 30
2025
Q3 		$29.7M Sell
284,533
-140,694
-33% -$14M 9.19% 4
2025
Q2 		$40.5M Buy
+425,227
New +$36.5M 13.14% 3

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

Marks Wealth's SPYG Position: Q4 2025 in Review

Marks Wealth sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2025, closing a stake of 284,533 shares — an estimated $29.7M sold.

Marks Wealth first reported a position in SPYG in Q2 2025 and held it in 2 quarters. The position peaked at $40.5M in Q2 2025. 1,341 funds tracked by Wall St. Rank hold SPYG as of Q4 2025.

  • Marks Wealth reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Marks Wealth sold 284,533 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2025, an estimated $29.7M.
  • Marks Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025 and held it in 2 quarters.
  • Marks Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $40.5M in Q2 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 Marks Wealth's 13F filing for Q4 2025, filed 2 Feb 2026.