MSAM
SPYG icon

Moloney Securities Asset Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Moloney Securities Asset 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
Q3 		$5.66M Sell
54,129
-1,440
-3% -$143K 0.67% 33
2025
Q2 		$5.3M Sell
55,569
-2,542
-4% -$218K 0.65% 27
2025
Q1 		$4.67M Buy
58,111
+887
+2% +$77.4K 0.63% 30
2024
Q4 		$5.03M Sell
57,224
-2,657
-4% -$230K 0.67% 34
2024
Q3 		$4.97M Sell
59,881
-847
-1% -$67.7K 0.67% 34
2024
Q2 		$4.87M Sell
60,728
-4,016
-6% -$300K 0.7% 31
2024
Q1 		$4.74M Sell
64,744
-2,606
-4% -$181K 0.71% 30
2023
Q4 		$4.38M Sell
67,350
-452
-0.7% -$27.9K 0.7% 31
2023
Q3 		$4.02M Sell
67,802
-2,557
-4% -$157K 0.72% 30
2023
Q2 		$4.29M Sell
70,359
-1,930
-3% -$111K 0.76% 23
2023
Q1 		$4M Sell
72,289
-2,357
-3% -$125K 0.75% 22
2022
Q4 		$3.78M Sell
74,646
-9,032
-11% -$470K 0.83% 24
2022
Q3 		$4.19M Sell
83,678
-1,648
-2% -$92.7K 1.02% 20
2022
Q2 		$4.46M Sell
85,326
-11,069
-11% -$635K 1.05% 18
2022
Q1 		$6.38M Sell
96,395
-4,113
-4% -$268K 1.24% 9
2021
Q4 		$7.28M Sell
100,508
-1,359
-1% -$94.9K 1.24% 9
2021
Q3 		$6.52M Sell
101,867
-1,153
-1% -$76.1K 1.19% 8
2021
Q2 		$6.49M Buy
103,020
+1,546
+2% +$92.7K 1.18% 8
2021
Q1 		$5.72M Sell
101,474
-942
-0.9% -$52.8K 1.13% 11
2020
Q4 		$5.66M Buy
102,416
+10,633
+12% +$559K 1.26% 10
2020
Q3 		$4.6M Buy
91,783
+36,399
+66% +$1.78M 1.21% 14
2020
Q2 		$2.49M Buy
55,384
+28,779
+108% +$1.2M 0.72% 36
2020
Q1 		$951K Buy
26,605
+1,326
+5% +$54.3K 0.34% 91
2019
Q4 		$1.06M Buy
25,279
+10,687
+73% +$428K 0.33% 97
2019
Q3 		$567K Sell
14,592
-89,999
-86% -$3.52M 0.19% 136
2019
Q2 		$4.05M Buy
104,591
+44,267
+73% +$1.68M 1.35% 12
2019
Q1 		$2.25M Buy
60,324
+30,551
+103% +$1.08M 0.78% 28
2018
Q4 		$968K Sell
29,773
-23,818
-44% -$832K 0.4% 72
2018
Q3 		$2.05M Buy
53,591
+23,851
+80% +$886K 0.71% 38
2018
Q2 		$1.04M Sell
29,740
-25,020
-46% -$868K 0.4% 77
2018
Q1 		$1.84M Buy
54,760
+45,310
+479% +$1.56M 0.74% 30
2017
Q4 		$312K Buy
9,450
+1,454
+18% +$46.9K 0.13% 190
2017
Q3 		$248K Buy
+7,996
New +$243K 0.11% 215

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

Moloney Securities Asset Management's SPYG Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.6% in Q3 2025, selling an estimated $143K and leaving 54,129 shares worth $5.66M. The position accounts for 0.67% of the portfolio, ranked #33.

Moloney Securities Asset Management first reported a position in SPYG in Q3 2017 and has held it in 33 quarters since. The position peaked at $7.28M in Q4 2021. 1,217 funds tracked by Wall St. Rank hold SPYG as of Q3 2025.

  • Moloney Securities Asset Management held 54,129 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.66M as of Q3 2025.
  • Moloney Securities Asset Management sold 1,440 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2025, an estimated $143K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.67% of Moloney Securities Asset Management's portfolio in Q3 2025, its #33 holding.
  • Moloney Securities Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2017 and has held it in 33 quarters since.
  • Moloney Securities Asset Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $7.28M in Q4 2021.
  • 1,217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.