Tyler-Stone Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Tyler-Stone Wealth Management’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	$1.64M	Buy	17,207 +474	+3%	+$40.6K	0.26%	73
2025 Q1	$1.34M	Sell	16,733 -406	-2%	-$35.4K	0.24%	83
2024 Q4	$1.51M	Buy	17,139 +111	+0.7%	+$9.59K	0.27%	73
2024 Q3	$1.41M	Buy	17,028 +8,552	+101%	+$684K	0.27%	79
2024 Q2	$679K	Sell	8,476 -39	-0.5%	-$2.91K	0.28%	72
2024 Q1	$623K	Buy	8,515 +916	+12%	+$63.8K	0.28%	77
2023 Q4	$494K	Buy	7,599 +152	+2%	+$9.37K	0.25%	81
2023 Q3	$441K	Buy	7,447 +63	+0.9%	+$3.86K	0.25%	83
2023 Q2	$451K	Buy	+7,384	New	+$423K	0.25%	80
2022 Q4	$359K	Buy	+7,080	New	+$368K	0.24%	87

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Tyler-Stone Wealth Management's SPYG Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.8% in Q2 2025, buying an estimated $40.6K and bringing the position to 17,207 shares worth $1.64M. The position accounts for 0.26% of the portfolio, ranked #73.

Tyler-Stone Wealth Management first reported a position in SPYG in Q4 2022 and has held it in 10 quarters since. 1,167 funds tracked by Wall St. Rank hold SPYG as of Q2 2025.

Tyler-Stone Wealth Management held 17,207 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.64M as of Q2 2025.
Tyler-Stone Wealth Management bought 474 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2025, an estimated $40.6K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.26% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #73 holding.
Tyler-Stone Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 10 quarters since.
1,167 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.