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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 $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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Stephens Consulting's SPYG Position: Q3 2025 in Review

Stephens Consulting sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2025, closing a stake of 720 shares — an estimated $68.6K sold.

Stephens Consulting first reported a position in SPYG in Q1 2023 and held it in 10 quarters. The position peaked at $68.6K in Q2 2025. 1,220 funds tracked by Wall St. Rank hold SPYG as of Q3 2025.

  • Stephens Consulting reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 720 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2025, an estimated $68.6K.
  • Stephens Consulting first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2023 and held it in 10 quarters.
  • Stephens Consulting's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $68.6K in Q2 2025.
  • 1,220 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.