SWA
SPYG icon

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

Sightline Wealth 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
2026
Q1 		$5.46M Buy
55,773
+11,405
+26% +$1.19M 2.31% 12
2025
Q4 		$4.73M Buy
44,368
+6,575
+17% +$697K 2.02% 12
2025
Q3 		$3.95M Sell
37,793
-1,312
-3% -$131K 1.78% 15
2025
Q2 		$3.73M Buy
39,105
+712
+2% +$61K 1.8% 16
2025
Q1 		$3.09M Sell
38,393
-8,158
-18% -$712K 1.63% 18
2024
Q4 		$4.09M Buy
46,551
+2,758
+6% +$238K 2.21% 10
2024
Q3 		$3.63M Sell
43,793
-1,798
-4% -$144K 2% 12
2024
Q2 		$3.65M Buy
45,591
+166
+0.4% +$12.4K 2.27% 10
2024
Q1 		$3.32M Buy
45,425
+6,889
+18% +$479K 2.19% 12
2023
Q4 		$2.51M Buy
38,536
+8,762
+29% +$540K 1.91% 12
2023
Q3 		$1.77M Buy
+29,774
New +$1.82M 1.65% 16

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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