MA
SPYG icon

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

Montag & Associates’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
Q1 		– Sell
-38
Closed -$3.33K – 1033
2024
Q4 		$3.33K Sell
38
-19
-33% -$1.64K ﹤0.01% 864
2024
Q3 		$4.75K Sell
57
-1,577
-97% -$126K ﹤0.01% 873
2024
Q2 		$131K Buy
1,634
+1,577
+2,767% +$118K 0.01% 458
2024
Q1 		$4.18K Hold
57
– – ﹤0.01% 825
2023
Q4 		$3.71K Hold
57
– – ﹤0.01% 840
2023
Q3 		$3.37K Hold
57
– – ﹤0.01% 827
2023
Q2 		$3.46K Buy
57
+1
+2% +$57 ﹤0.01% 840
2023
Q1 		$3.13K Sell
56
-17
-23% -$900 ﹤0.01% 846
2022
Q4 		$3.71K Hold
73
– – ﹤0.01% 839
2022
Q3 		$4K Buy
73
+56
+329% +$3.15K ﹤0.01% 795
2022
Q2 		$1K Hold
17
– – ﹤0.01% 814
2022
Q1 		$1K Hold
17
– – ﹤0.01% 830
2021
Q4 		$1K Hold
17
– – ﹤0.01% 848
2021
Q3 		$1K Hold
17
– – ﹤0.01% 857
2021
Q2 		$1K Hold
17
– – ﹤0.01% 849
2021
Q1 		$1K Buy
+17
New +$952 ﹤0.01% 849

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
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return