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

Schechter Investment 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	$728K	Sell	9,054 -3,053	-25%	-$267K	0.06%	283
2024 Q4	$1.06M	Buy	12,107 +812	+7%	+$70.2K	0.08%	234
2024 Q3	$937K	Sell	11,295 -1,160	-9%	-$92.7K	0.07%	261
2024 Q2	$998K	Hold	12,455	–	–	0.08%	237
2024 Q1	$911K	Buy	+12,455	New	+$867K	0.07%	262
2023 Q1	–	Sell	-4,590	Closed	-$233K	–	738
2022 Q4	$233K	Sell	4,590 -15,226	-77%	-$792K	0.02%	705
2022 Q3	$993K	Sell	19,816 -5,592	-22%	-$315K	0.1%	277
2022 Q2	$1.33M	Buy	25,408 +7,693	+43%	+$441K	0.13%	198
2022 Q1	$1.17M	Buy	+17,715	New	+$1.15M	0.11%	249

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

Schechter Investment Advisors's SPYG Position: Q1 2025 in Review

Schechter Investment Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 25% in Q1 2025, selling an estimated $267K and leaving 9,054 shares worth $728K. The position accounts for 0.06% of the portfolio, ranked #283.

Schechter Investment Advisors first reported a position in SPYG in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.33M in Q2 2022. 1,101 funds tracked by Wall St. Rank hold SPYG as of Q1 2025.

Schechter Investment Advisors held 9,054 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $728K as of Q1 2025.
Schechter Investment Advisors sold 3,053 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2025, an estimated $267K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #283 holding.
Schechter Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and has held it in 9 quarters since.
Schechter Investment Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.33M in Q2 2022.
1,101 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.