SC
SPYG icon

Stephens Consulting’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Stephens Consulting’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 		– Sell
-720
Closed -$68.6K – 1054
2025
Q2 		$68.6K Hold
720
– – 0.02% 167
2025
Q1 		$57.9K Hold
720
– – 0.01% 179
2024
Q4 		$63.3K Hold
720
– – 0.02% 171
2024
Q3 		$59.7K Hold
720
– – 0.02% 177
2024
Q2 		$57.7K Hold
720
– – 0.02% 170
2024
Q1 		$52.7K Hold
720
– – 0.02% 174
2023
Q4 		$46.8K Hold
720
– – 0.02% 183
2023
Q3 		$42.7K Hold
720
– – 0.02% 182
2023
Q2 		$43.9K Hold
720
– – 0.02% 180
2023
Q1 		$39.9K Buy
+720
New +$38.1K 0.02% 193

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $376B 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 $761B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B 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 $431B 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 $1.47T 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