SXL
SPYG icon

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

Summit X LLC’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
-2,844
Closed -$271K – 202
2025
Q2 		$271K Buy
2,844
+17
+0.6% +$1.46K 0.05% 204
2025
Q1 		$227K Sell
2,827
-170
-6% -$14.8K 0.05% 204
2024
Q4 		$263K Sell
2,997
-44
-1% -$3.8K 0.06% 183
2024
Q3 		$244K Sell
3,041
-2,050
-40% -$164K 0.06% 181
2024
Q2 		$414K Sell
5,091
-146,499
-97% -$10.9M 0.09% 143
2024
Q1 		$11.1M Buy
151,590
+87,276
+136% +$6.07M 2.84% 7
2023
Q4 		$4.18M Buy
64,314
+1,232
+2% +$76K 1.19% 19
2023
Q3 		$3.74M Buy
+63,082
New +$3.86M 1.19% 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
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

Summit X LLC's SPYG Position: Q3 2025 in Review

Summit X LLC sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2025, closing a stake of 2,844 shares — an estimated $271K sold.

Summit X LLC first reported a position in SPYG in Q3 2023 and held it in 8 quarters. The position peaked at $11.1M in Q1 2024. 1,220 funds tracked by Wall St. Rank hold SPYG as of Q3 2025.

  • Summit X LLC reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 2,844 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2025, an estimated $271K.
  • Summit X LLC first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2023 and held it in 8 quarters.
  • Summit X LLC's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $11.1M in Q1 2024.
  • 1,220 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.