OPS
SPYG icon

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

Orion Portfolio Solutions’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 		$5.56M Sell
69,139
-1,379,566
-95% -$120M 0.05% 322
2024
Q4 		$127M Buy
1,448,705
+1,397,104
+2,708% +$121M 1.27% 8
2024
Q3 		$4.28M Sell
51,601
-797,851
-94% -$63.8M 0.04% 383
2024
Q2 		$68.1M Buy
849,452
+811,202
+2,121% +$60.6M 0.72% 15
2024
Q1 		$2.8M Sell
38,250
-15,719
-29% -$1.09M 0.03% 511
2023
Q4 		$3.48M Sell
53,969
-829,996
-94% -$51.2M 0.04% 399
2023
Q3 		$52.4M Buy
883,965
+844,904
+2,163% +$51.8M 0.63% 21
2023
Q2 		$2.38M Buy
39,061
+11,932
+44% +$684K 0.03% 571
2023
Q1 		$1.5M Buy
27,129
+10,480
+63% +$555K 0.02% 710
2022
Q4 		$844K Sell
16,649
-1,128
-6% -$58.7K 0.03% 358
2022
Q3 		$891K Buy
17,777
+1,744
+11% +$98.1K 0.04% 293
2022
Q2 		$838K Sell
16,033
-10,712
-40% -$614K 0.03% 282
2022
Q1 		$1.77M Sell
26,745
-1,448,958
-98% -$94.3M 0.06% 189
2021
Q4 		$107M Buy
1,475,703
+257,519
+21% +$18M 3.58% 3
2021
Q3 		$78M Sell
1,218,184
-184,036
-13% -$12.2M 2.87% 4
2021
Q2 		$88.3M Buy
1,402,220
+1,391,883
+13,465% +$83.5M 3.47% 3
2021
Q1 		$583K Sell
10,337
-2,014
-16% -$113K 0.03% 289
2020
Q4 		$683K Sell
12,351
-1,029,278
-99% -$54.1M 0.03% 247
2020
Q3 		$52.2M Sell
1,041,629
-350,291
-25% -$17.2M 2.71% 5
2020
Q2 		$62.5M Buy
1,391,920
+45,331
+3% +$1.88M 3.38% 4
2020
Q1 		$48.1M Buy
1,346,589
+1,342,821
+35,638% +$55M 3.31% 4
2019
Q4 		$158K Buy
+3,768
New +$151K 0.01% 342

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

Orion Portfolio Solutions's SPYG Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 95% in Q1 2025, selling an estimated $120M and leaving 69,139 shares worth $5.56M. The position accounts for 0.05% of the portfolio, ranked #322.

Orion Portfolio Solutions first reported a position in SPYG in Q4 2019 and has held it in 22 quarters since. The position peaked at $127M in Q4 2024. 1,101 funds tracked by Wall St. Rank hold SPYG as of Q1 2025.

  • Orion Portfolio Solutions held 69,139 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.56M as of Q1 2025.
  • Orion Portfolio Solutions sold 1,379,566 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2025, an estimated $120M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.05% of Orion Portfolio Solutions's portfolio in Q1 2025, its #322 holding.
  • Orion Portfolio Solutions first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $127M in Q4 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 Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.