SAF
SPYG icon

Smith Anglin Financial’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Smith Anglin Financial’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
Q2 		$700K Sell
7,346
-774
-10% -$66.4K 0.06% 104
2025
Q1 		$653K Buy
8,120
+880
+12% +$76.8K 0.07% 103
2024
Q4 		$636K Buy
7,240
+446
+7% +$38.5K 0.06% 100
2024
Q3 		$563K Buy
6,794
+280
+4% +$22.4K 0.05% 110
2024
Q2 		$522K Buy
6,514
+714
+12% +$53.3K 0.05% 102
2024
Q1 		$424K Hold
5,800
– – 0.04% 119
2023
Q4 		$377K Hold
5,800
– – 0.04% 121
2023
Q3 		$344K Hold
5,800
– – 0.04% 122
2023
Q2 		$354K Buy
5,800
+500
+9% +$28.6K 0.04% 120
2023
Q1 		$293K Hold
5,300
– – 0.04% 124
2022
Q4 		$269K Buy
+5,300
New +$276K 0.05% 115

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 $56.3B AUM 17.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Smith Anglin Financial's SPYG Position: Q2 2025 in Review

Smith Anglin Financial reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 9.5% in Q2 2025, selling an estimated $66.4K and leaving 7,346 shares worth $700K. The position accounts for 0.06% of the portfolio, ranked #104.

Smith Anglin Financial first reported a position in SPYG in Q4 2022 and has held it in 11 quarters since. 1,169 funds tracked by Wall St. Rank hold SPYG as of Q2 2025.

  • Smith Anglin Financial held 7,346 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $700K as of Q2 2025.
  • Smith Anglin Financial sold 774 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2025, an estimated $66.4K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of Smith Anglin Financial's portfolio in Q2 2025, its #104 holding.
  • Smith Anglin Financial 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.
  • 1,169 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.