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Talon Private Wealth’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Talon Private Wealth’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 		$212K Buy
+2,221
New +$190K 0.03% 164
2025
Q1 		– Sell
-2,728
Closed -$240K – 283
2024
Q4 		$240K Sell
2,728
-256
-9% -$22.1K 0.05% 123
2024
Q3 		$247K Buy
+2,984
New +$239K 0.05% 80

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
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Talon Private Wealth's SPYG Position: Q2 2025 in Review

Talon Private Wealth opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2025: 2,221 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #164 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in SPYG as recently as Q4 2024.

Talon Private Wealth first reported a position in SPYG in Q3 2024 and has held it in 3 quarters since. The position peaked at $247K in Q3 2024. 1,167 funds tracked by Wall St. Rank hold SPYG as of Q2 2025.

  • Talon Private Wealth held 2,221 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $212K as of Q2 2025.
  • State Street SPDR Portfolio S&P 500 Growth ETF was a new Talon Private Wealth position in Q2 2025.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Talon Private Wealth's portfolio in Q2 2025, its #164 holding.
  • Talon Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and has held it in 3 quarters since.
  • Talon Private Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $247K in Q3 2024.
  • 1,167 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2025.

Based on Talon Private Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.