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SPYG icon

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

Money Design’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
Q2 		$31.9M Buy
334,266
+995
+0.3% +$85.3K 1.49% 16
2025
Q1 		$26.8M Buy
333,271
+75,978
+30% +$6.63M 1.34% 18
2024
Q4 		$22.8M Sell
257,293
-33,111
-11% -$2.86M 1.17% 22
2024
Q3 		$24.1M Buy
290,404
+27,603
+11% +$2.21M 1.2% 20
2024
Q2 		$21.1M Sell
262,801
-26,009
-9% -$1.94M 1.13% 22
2024
Q1 		$21.1M Sell
288,810
-64,814
-18% -$4.51M 1.15% 22
2023
Q4 		$23M Sell
353,624
-63,846
-15% -$3.94M 1.3% 20
2023
Q3 		$24.7M Sell
417,470
-91,442
-18% -$5.6M 1.5% 20
2023
Q2 		$31M Sell
508,912
-99,014
-16% -$5.67M 1.84% 16
2023
Q1 		$33.7M Buy
607,926
+50,680
+9% +$2.68M 1.99% 16
2022
Q4 		$28.2M Buy
557,246
+22,350
+4% +$1.16M 1.77% 18
2022
Q3 		$26.8M Sell
534,896
-45,079
-8% -$2.54M 1.9% 17
2022
Q2 		$30.3M Sell
579,975
-13,102
-2% -$751K 2.27% 12
2022
Q1 		$39.3M Buy
593,077
+56,347
+10% +$3.67M 2.66% 12
2021
Q4 		$39.1M Buy
536,730
+62,189
+13% +$4.34M 2.64% 12
2021
Q3 		$30.4M Sell
474,541
-59,630
-11% -$3.94M 2.51% 13
2021
Q2 		$33.6M Sell
534,171
-15,637
-3% -$938K 3.47% 10
2021
Q1 		$31M Sell
549,808
-1,363
-0.2% -$76.4K 3.61% 10
2020
Q4 		$30.4M Sell
551,171
-90,000
-14% -$4.73M 3.47% 11
2020
Q3 		$32.1M Buy
641,171
+133,766
+26% +$6.56M 3.85% 9
2020
Q2 		$22.8M Buy
+507,405
New +$21.1M 3.25% 11
2020
Q1 		– Sell
-95
Closed -$4K – 65
2019
Q4 		$4K Sell
95
-76
-44% -$3.05K ﹤0.01% 57
2019
Q3 		$7K Sell
171
-482
-74% -$18.8K ﹤0.01% 51
2019
Q2 		$25K Sell
653
-74,418
-99% -$2.83M 0.01% 51
2019
Q1 		$2.79M Sell
75,071
-32,066
-30% -$1.13M 0.74% 30
2018
Q4 		$3.48M Buy
+107,137
New +$3.74M 1.1% 24

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
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Money Design's SPYG Position: Q2 2025 in Review

Money Design increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.3% in Q2 2025, buying an estimated $85.3K and bringing the position to 334,266 shares worth $31.9M. The position accounts for 1.49% of the portfolio, ranked #16.

Money Design first reported a position in SPYG in Q4 2018 and has held it in 26 quarters since. The position peaked at $39.3M in Q1 2022. 1,166 funds tracked by Wall St. Rank hold SPYG as of Q2 2025.

  • Money Design held 334,266 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $31.9M as of Q2 2025.
  • Money Design bought 995 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2025, an estimated $85.3K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.49% of Money Design's portfolio in Q2 2025, its #16 holding.
  • Money Design first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2018 and has held it in 26 quarters since.
  • Money Design's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $39.3M in Q1 2022.
  • 1,166 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.