SageView Advisory Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

SageView Advisory Group’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 Q4	$310K	Sell	2,902 -71	-2%	-$7.53K	0.01%	479
2025 Q3	$311K	Sell	2,973 -88	-3%	-$8.76K	0.01%	504
2025 Q2	$303K	Sell	3,061 -1,009	-25%	-$86.5K	0.01%	487
2025 Q1	$327K	Sell	4,070 -228	-5%	-$19.9K	0.01%	446
2024 Q4	$378K	Buy	+4,298	New	+$371K	0.02%	396
2024 Q3	–	Sell	-3,217	Closed	-$258K	–	567
2024 Q2	$258K	Sell	3,217 -7,252	-69%	-$542K	0.01%	472
2024 Q1	$268K	Sell	10,469 -2,803	-21%	-$195K	0.01%	440
2023 Q4	$907K	Buy	13,272 +2,918	+28%	+$180K	0.04%	277
2023 Q3	$614K	Sell	10,354 -123	-1%	-$7.53K	0.04%	296
2023 Q2	$639K	Buy	+10,477	New	+$600K	0.04%	304
2023 Q1	–	Sell	-6,007	Closed	-$304K	–	486
2022 Q4	$304K	Buy	+6,007	New	+$313K	0.02%	318

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

SageView Advisory Group's SPYG Position: Q4 2025 in Review

SageView Advisory Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.4% in Q4 2025, selling an estimated $7.53K and leaving 2,902 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #479.

SageView Advisory Group first reported a position in SPYG in Q4 2022 and has held it in 11 quarters since. The position peaked at $907K in Q4 2023. 1,342 funds tracked by Wall St. Rank hold SPYG as of Q4 2025.

SageView Advisory Group held 2,902 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $310K as of Q4 2025.
SageView Advisory Group sold 71 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2025, an estimated $7.53K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #479 holding.
SageView Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 11 quarters since.
SageView Advisory Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $907K in Q4 2023.
1,342 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.