Mount Yale Investment Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Mount Yale Investment 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 Q3	–	Sell	-358,726	Closed	-$34.2M	–	1479
2025 Q2	$34.2M	Sell	358,726 -239,335	-40%	-$20.5M	2.67%	4
2025 Q1	$48.1M	Sell	598,061 -3,715	-0.6%	-$324K	4.12%	3
2024 Q4	$52.9M	Buy	+601,776	New	+$52M	4.27%	3
2024 Q3	–	Sell	-576,263	Closed	-$46.2M	–	599
2024 Q2	$46.2M	Buy	576,263 +15,108	+3%	+$1.13M	3.66%	3
2024 Q1	$41M	Buy	+561,155	New	+$39.1M	3.15%	3

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Mount Yale Investment Advisors's SPYG Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2025, closing a stake of 358,726 shares — an estimated $34.2M sold.

Mount Yale Investment Advisors first reported a position in SPYG in Q1 2024 and held it in 5 quarters. The position peaked at $52.9M in Q4 2024. 1,217 funds tracked by Wall St. Rank hold SPYG as of Q3 2025.

Mount Yale Investment Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 358,726 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2025, an estimated $34.2M.
Mount Yale Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2024 and held it in 5 quarters.
Mount Yale Investment Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $52.9M in Q4 2024.
1,217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.