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

Sheaff Brock 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 		$738K Buy
9,179
+418
+5% +$36.5K 0.07% 208
2024
Q4 		$770K Buy
8,761
+2,846
+48% +$246K 0.07% 200
2024
Q3 		$491K Hold
5,915
– – 0.04% 257
2024
Q2 		$474K Buy
5,915
+197
+3% +$14.7K 0.04% 255
2024
Q1 		$418K Hold
5,718
– – 0.03% 307
2023
Q4 		$372K Hold
5,718
– – 0.03% 308
2023
Q3 		$339K Hold
5,718
– – 0.03% 304
2023
Q2 		$349K Sell
5,718
-92
-2% -$5.27K 0.03% 320
2023
Q1 		$322K Sell
5,810
-100
-2% -$5.29K 0.03% 332
2022
Q4 		$299K Buy
5,910
+18
+0.3% +$937 0.03% 339
2022
Q3 		$295K Hold
5,892
– – 0.03% 336
2022
Q2 		$308K Buy
5,892
+740
+14% +$42.4K 0.03% 335
2022
Q1 		$341K Sell
5,152
-1,008
-16% -$65.6K 0.02% 344
2021
Q4 		$446K Buy
+6,160
New +$430K 0.03% 302
2021
Q1 		– Sell
-5,517
Closed -$305K – 519
2020
Q4 		$305K Hold
5,517
– – 0.03% 335
2020
Q3 		$276K Sell
5,517
-1,125
-17% -$55.1K 0.03% 321
2020
Q2 		$298K Hold
6,642
– – 0.03% 304
2020
Q1 		$237K Buy
+6,642
New +$272K 0.03% 305

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 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 $9.42B AUM 17.63% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Sheaff Brock Investment Advisors's SPYG Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.8% in Q1 2025, buying an estimated $36.5K and bringing the position to 9,179 shares worth $738K. The position accounts for 0.07% of the portfolio, ranked #208.

Sheaff Brock Investment Advisors first reported a position in SPYG in Q1 2020 and has held it in 18 quarters since. The position peaked at $770K in Q4 2024. 1,101 funds tracked by Wall St. Rank hold SPYG as of Q1 2025.

  • Sheaff Brock Investment Advisors held 9,179 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $738K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 418 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2025, an estimated $36.5K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.07% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #208 holding.
  • Sheaff Brock Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and has held it in 18 quarters since.
  • Sheaff Brock Investment Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $770K in Q4 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 Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.