Northeast Financial Consultants’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Northeast Financial Consultants’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	$9.28M	Hold	97,401	–	–	0.38%	40
2025 Q1	$7.83M	Sell	97,401 -5,479	-5%	-$478K	0.35%	47
2024 Q4	$9.04M	Hold	102,880	–	–	0.38%	42
2024 Q3	$8.53M	Buy	102,880 +10,634	+12%	+$850K	0.37%	45
2024 Q2	$7.39M	Buy	92,246 +1,795	+2%	+$134K	0.34%	48
2024 Q1	$6.62M	Buy	90,451 +7,797	+9%	+$543K	0.32%	53
2023 Q4	$5.38M	Buy	82,654 +12,082	+17%	+$745K	0.3%	57
2023 Q3	$4.18M	Buy	70,572 +5,788	+9%	+$355K	0.26%	58
2023 Q2	$3.95M	Buy	64,784 +11,444	+21%	+$656K	0.24%	62
2023 Q1	$2.95M	Buy	53,340 +6,801	+15%	+$360K	0.19%	79
2022 Q4	$2.36M	Buy	46,539 +40,984	+738%	+$2.13M	0.16%	92
2022 Q3	$278K	Buy	+5,555	New	+$313K	0.02%	270
2022 Q2	–	Sell	-36,015	Closed	-$2.38M	–	379
2022 Q1	$2.38M	Hold	36,015	–	–	0.14%	96
2021 Q4	$2.61M	Hold	36,015	–	–	0.16%	76
2021 Q3	$2.31M	Hold	36,015	–	–	0.15%	84
2021 Q2	$2.27M	Buy	+36,015	New	+$2.16M	0.15%	86

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Northeast Financial Consultants's SPYG Position: Q2 2025 in Review

Northeast Financial Consultants held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2025 at 97,401 shares worth $9.28M. The position accounts for 0.38% of the portfolio, ranked #40.

Northeast Financial Consultants first reported a position in SPYG in Q2 2021 and has held it in 16 quarters since. 1,167 funds tracked by Wall St. Rank hold SPYG as of Q2 2025.

Northeast Financial Consultants held 97,401 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $9.28M as of Q2 2025.
Northeast Financial Consultants left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2025.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.38% of Northeast Financial Consultants's portfolio in Q2 2025, its #40 holding.
Northeast Financial Consultants first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2021 and has held it in 16 quarters since.
1,167 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.