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 $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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B 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 $432B 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 $1.56T 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