SIA
SPYG icon

Summit Investment Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Summit Investment 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
Q2 		$1.71M Sell
17,708
-67
-0.4% -$5.74K 1.41% 21
2025
Q1 		$1.48M Sell
17,775
-43
-0.2% -$3.75K 1.32% 22
2024
Q4 		$1.64M Buy
+17,818
New +$1.54M 1.46% 19

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

Summit Investment Advisors's SPYG Position: Q2 2025 in Review

Summit Investment Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.38% in Q2 2025, selling an estimated $5.74K and leaving 17,708 shares worth $1.71M. The position accounts for 1.41% of the portfolio, ranked #21.

Summit Investment Advisors first reported a position in SPYG in Q4 2024 and has held it in 3 quarters since. 1,169 funds tracked by Wall St. Rank hold SPYG as of Q2 2025.

  • Summit Investment Advisors held 17,708 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.71M as of Q2 2025.
  • Summit Investment Advisors sold 67 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2025, an estimated $5.74K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.41% of Summit Investment Advisors's portfolio in Q2 2025, its #21 holding.
  • Summit Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 3 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 Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.