MS
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Marshall & Sullivan’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Marshall & Sullivan’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
Q3 		– Sell
-208
Closed -$19.8K – 99
2025
Q2 		$19.8K Buy
+208
New +$17.8K 0.01% 88

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
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
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

Marshall & Sullivan's SPYG Position: Q3 2025 in Review

Marshall & Sullivan sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2025, closing a stake of 208 shares — an estimated $19.8K sold.

Marshall & Sullivan first reported a position in SPYG in Q2 2025 and held it in 1 quarter. The position peaked at $19.8K in Q2 2025. 1,217 funds tracked by Wall St. Rank hold SPYG as of Q3 2025.

  • Marshall & Sullivan reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sullivan sold 208 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2025, an estimated $19.8K.
  • Marshall & Sullivan first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025 and held it in 1 quarter.
  • Marshall & Sullivan's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $19.8K in Q2 2025.
  • 1,217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.