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

Marshall & Sterling Wealth 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 Q4	–	Sell	-688	Closed	-$71.9K	–	583
2025 Q3	$71.9K	Sell	688 -12	-2%	-$1.2K	0.05%	140
2025 Q2	$66.7K	Sell	700 -256	-27%	-$21.9K	0.05%	130
2025 Q1	$76.8K	Buy	+956	New	+$83.5K	0.05%	118

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's SPYG Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2025, closing a stake of 688 shares — an estimated $71.9K sold.

Marshall & Sterling Wealth Advisors first reported a position in SPYG in Q1 2025 and held it in 3 quarters. The position peaked at $76.8K in Q1 2025. 1,350 funds tracked by Wall St. Rank hold SPYG as of Q4 2025.

Marshall & Sterling Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 688 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2025, an estimated $71.9K.
Marshall & Sterling Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2025 and held it in 3 quarters.
Marshall & Sterling Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $76.8K in Q1 2025.
1,350 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.