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Nalls Sherbakoff Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Nalls Sherbakoff Group’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 		– Sell
-400
Closed -$32.1K – 460
2025
Q1 		$32.1K Buy
+400
New +$34.9K 0.03% 213
2023
Q4 		$26K Hold
400
– – 0.02% 213
2023
Q3 		$23.7K Hold
400
– – 0.02% 213
2023
Q2 		$23K Hold
400
– – 0.02% 213
2023
Q1 		$21.8K Buy
+400
New +$21.2K 0.02% 222
2018
Q4 		$13K Buy
+400
New +$14K 0.02% 251

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

Nalls Sherbakoff Group's SPYG Position: Q2 2025 in Review

Nalls Sherbakoff Group sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2025, closing a stake of 400 shares — an estimated $32.1K sold.

Nalls Sherbakoff Group first reported a position in SPYG in Q4 2018 and held it in 6 quarters. The position peaked at $32.1K in Q1 2025. 1,167 funds tracked by Wall St. Rank hold SPYG as of Q2 2025.

  • Nalls Sherbakoff Group reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Nalls Sherbakoff Group sold 400 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2025, an estimated $32.1K.
  • Nalls Sherbakoff Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2018 and held it in 6 quarters.
  • Nalls Sherbakoff Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $32.1K in Q1 2025.
  • 1,167 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2025, filed 12 Mar 2026.