PWH
SPYG icon

Priebe Wealth Holdings’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Priebe Wealth Holdings’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 		$3.58M Sell
37,594
-50,749
-57% -$4.35M 3.1% 8
2025
Q1 		$7.1M Sell
88,343
-1,467
-2% -$128K 4.43% 4
2024
Q4 		$7.89M Buy
89,810
+116
+0.1% +$10K 5.35% 4
2024
Q3 		$7.44M Sell
89,694
-2,125
-2% -$170K 5.42% 4
2024
Q2 		$7.36M Buy
91,819
+6,865
+8% +$513K 5.83% 5
2024
Q1 		$6.21M Buy
84,954
+234
+0.3% +$16.3K 4.84% 5
2023
Q4 		$5.51M Buy
+84,720
New +$5.22M 4.53% 5

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

Priebe Wealth Holdings's SPYG Position: Q2 2025 in Review

Priebe Wealth Holdings reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 57% in Q2 2025, selling an estimated $4.35M and leaving 37,594 shares worth $3.58M. The position accounts for 3.1% of the portfolio, ranked #8.

Priebe Wealth Holdings first reported a position in SPYG in Q4 2023 and has held it in 7 quarters since. The position peaked at $7.89M in Q4 2024. 1,167 funds tracked by Wall St. Rank hold SPYG as of Q2 2025.

  • Priebe Wealth Holdings held 37,594 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.58M as of Q2 2025.
  • Priebe Wealth Holdings sold 50,749 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2025, an estimated $4.35M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 3.1% of Priebe Wealth Holdings's portfolio in Q2 2025, its #8 holding.
  • Priebe Wealth Holdings first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 7 quarters since.
  • Priebe Wealth Holdings's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $7.89M in Q4 2024.
  • 1,167 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.