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

Permanens Capital’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
-7,114
Closed -$572K – 74
2025
Q1 		$572K Sell
7,114
-156
-2% -$13.6K 0.1% 44
2024
Q4 		$639K Sell
7,270
-447
-6% -$38.6K 0.12% 37
2024
Q3 		$640K Buy
7,717
+2,014
+35% +$161K 0.13% 37
2024
Q2 		$457K Sell
5,703
-1,096
-16% -$81.9K 0.05% 25
2024
Q1 		$497K Buy
6,799
+49
+0.7% +$3.41K 0.06% 24
2023
Q4 		$439K Hold
6,750
– – 0.09% 24
2023
Q3 		$400K Hold
6,750
– – 0.07% 39
2023
Q2 		$412K Buy
+6,750
New +$387K 0.09% 27
2023
Q1 		– Sell
-2,698
Closed -$137K – 36
2022
Q4 		$137K Buy
+2,698
New +$140K 0.03% 28
2022
Q2 		– Sell
-5,028
Closed -$333K – 45
2022
Q1 		$333K Sell
5,028
-534
-10% -$34.8K 0.05% 41
2021
Q4 		$403K Buy
5,562
+228
+4% +$15.9K 0.06% 40
2021
Q3 		$341K Sell
5,334
-1,111
-17% -$73.4K 0.06% 40
2021
Q2 		$406K Sell
6,445
-7,210
-53% -$432K 0.07% 38
2021
Q1 		$771K Sell
13,655
-6,037
-31% -$338K 0.16% 38
2020
Q4 		$1.09M Sell
19,692
-720
-4% -$37.8K 0.23% 30
2020
Q3 		$1.02M Buy
20,412
+3,965
+24% +$194K 0.35% 12
2020
Q2 		$739K Sell
16,447
-10,170
-38% -$422K 0.28% 10
2020
Q1 		$952K Sell
26,617
-340,231
-93% -$13.9M 0.3% 12
2019
Q4 		$15.4M Buy
366,848
+7,140
+2% +$286K 3.86% 7
2019
Q3 		$14M Buy
359,708
+11,872
+3% +$464K 3.91% 8
2019
Q2 		$13.5M Sell
347,836
-44,056
-11% -$1.67M 3.83% 8
2019
Q1 		$14.6M Buy
+391,892
New +$13.9M 4.31% 7

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

Permanens Capital's SPYG Position: Q2 2025 in Review

Permanens Capital sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2025, closing a stake of 7,114 shares — an estimated $572K sold.

Permanens Capital first reported a position in SPYG in Q1 2019 and held it in 22 quarters. The position peaked at $15.4M in Q4 2019. 1,167 funds tracked by Wall St. Rank hold SPYG as of Q2 2025.

  • Permanens Capital reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Permanens Capital sold 7,114 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2025, an estimated $572K.
  • Permanens Capital first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2019 and held it in 22 quarters.
  • Permanens Capital's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $15.4M in Q4 2019.
  • 1,167 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2025.

Based on Permanens Capital's 13F filing for Q2 2025, filed 14 Aug 2025.