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

Siligmueller & Norvid 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
2025
Q3 		$547K Sell
5,236
-34,137
-87% -$3.4M 0.25% 77
2025
Q2 		$3.8M Sell
39,373
-9,443
-19% -$809K 1.48% 20
2025
Q1 		$3.92M Sell
48,816
-3,069
-6% -$268K 1.66% 20
2024
Q4 		$4.56M Buy
+51,885
New +$4.48M 1.94% 17

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's SPYG Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 87% in Q3 2025, selling an estimated $3.4M and leaving 5,236 shares worth $547K. The position accounts for 0.25% of the portfolio, ranked #77.

Siligmueller & Norvid Wealth Advisors first reported a position in SPYG in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.56M in Q4 2024. 1,217 funds tracked by Wall St. Rank hold SPYG as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 5,236 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $547K as of Q3 2025.
  • Siligmueller & Norvid Wealth Advisors sold 34,137 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2025, an estimated $3.4M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.25% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #77 holding.
  • Siligmueller & Norvid Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • Siligmueller & Norvid Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.56M in Q4 2024.
  • 1,217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.