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

Quantum Financial 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
-2,735
Closed -$240K – 195
2024
Q4 		$240K Sell
2,735
-9,086
-77% -$785K 0.04% 159
2024
Q3 		$980K Buy
11,821
+2,735
+30% +$219K 0.15% 66
2024
Q2 		$728K Buy
+9,086
New +$679K 0.13% 69

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

Quantum Financial Advisors's SPYG Position: Q1 2025 in Review

Quantum Financial Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2025, closing a stake of 2,735 shares — an estimated $240K sold.

Quantum Financial Advisors first reported a position in SPYG in Q2 2024 and held it in 3 quarters. The position peaked at $980K in Q3 2024. 1,101 funds tracked by Wall St. Rank hold SPYG as of Q1 2025.

  • Quantum Financial Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Quantum Financial Advisors sold 2,735 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2025, an estimated $240K.
  • Quantum Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and held it in 3 quarters.
  • Quantum Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $980K in Q3 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 Quantum Financial Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.