SWC
SPYG icon

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

Spectrum Wealth Counsel’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 		$184K Hold
2,289
– – 0.02% 122
2024
Q4 		$201K Hold
2,289
– – 0.02% 120
2024
Q3 		$190K Buy
2,289
+4
+0.2% +$320 0.02% 118
2024
Q2 		$183K Hold
2,285
– – 0.02% 122
2024
Q1 		$167K Buy
2,285
+285
+14% +$19.8K 0.02% 137
2023
Q4 		$130K Buy
+2,000
New +$123K 0.02% 151

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
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 $374B AUM 17.66% 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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Spectrum Wealth Counsel's SPYG Position: Q1 2025 in Review

Spectrum Wealth Counsel held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2025 at 2,289 shares worth $184K. The position accounts for 0.02% of the portfolio, ranked #122.

Spectrum Wealth Counsel first reported a position in SPYG in Q4 2023 and has held it in 6 quarters since. The position peaked at $201K in Q4 2024. 1,101 funds tracked by Wall St. Rank hold SPYG as of Q1 2025.

  • Spectrum Wealth Counsel held 2,289 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $184K as of Q1 2025.
  • Spectrum Wealth Counsel left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2025.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #122 holding.
  • Spectrum Wealth Counsel first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $201K 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 Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.