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

Safeguard Financial’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	$1.75M	Sell	21,764 -282	-1%	-$24.6K	0.38%	26
2024 Q4	$1.94M	Sell	22,046 -3,624	-14%	-$313K	0.42%	23
2024 Q3	$2.13M	Sell	25,670 -1,093	-4%	-$87.4K	0.5%	23
2024 Q2	$2.14M	Buy	26,763 +122	+0.5%	+$9.11K	0.6%	19
2024 Q1	$1.95M	Sell	26,641 -739	-3%	-$51.4K	0.64%	17
2023 Q4	$1.78M	Sell	27,380 -170	-0.6%	-$10.5K	0.67%	18
2023 Q3	$1.63M	Sell	27,550 -5,837	-17%	-$358K	0.79%	18
2023 Q2	$2.04M	Sell	33,387 -1,565	-4%	-$89.7K	0.98%	15
2023 Q1	$1.94M	Sell	34,952 -3,728	-10%	-$197K	1.17%	13
2022 Q4	$1.96M	Buy	38,680 +7,273	+23%	+$378K	1.4%	13
2022 Q3	$1.57M	Buy	31,407 +8,474	+37%	+$477K	1.46%	14
2022 Q2	$1.2M	Buy	22,933 +11,391	+99%	+$653K	1.43%	16
2022 Q1	$764K	Buy	+11,542	New	+$751K	1.14%	22

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Safeguard Financial's SPYG Position: Q1 2025 in Review

Safeguard Financial reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.3% in Q1 2025, selling an estimated $24.6K and leaving 21,764 shares worth $1.75M. The position accounts for 0.38% of the portfolio, ranked #26.

Safeguard Financial first reported a position in SPYG in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.14M in Q2 2024. 1,101 funds tracked by Wall St. Rank hold SPYG as of Q1 2025.

Safeguard Financial held 21,764 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.75M as of Q1 2025.
Safeguard Financial sold 282 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2025, an estimated $24.6K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.38% of Safeguard Financial's portfolio in Q1 2025, its #26 holding.
Safeguard Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and has held it in 13 quarters since.
Safeguard Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.14M in Q2 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 Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.