NWWA
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New Wave Wealth Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

New Wave Wealth 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
Q1 		– Sell
-10
Closed -$879 – 599
2024
Q4 		$879 Buy
+10
New +$864 ﹤0.01% 633
2024
Q3 		– Sell
-16,941
Closed -$1.36M – 164
2024
Q2 		$1.36M Buy
+16,941
New +$1.27M 0.73% 33

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

New Wave Wealth Advisors's SPYG Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2025, closing a stake of 10 shares — an estimated $879 sold.

New Wave Wealth Advisors first reported a position in SPYG in Q2 2024 and held it in 2 quarters. The position peaked at $1.36M in Q2 2024. 1,101 funds tracked by Wall St. Rank hold SPYG as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 10 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2025, an estimated $879.
  • New Wave Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and held it in 2 quarters.
  • New Wave Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.36M in Q2 2024.
  • 1,101 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.