VFPW
SPYG icon

Vantage Financial Partners (Wisconsin)’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q4 		$895K Buy
8,387
+9
+0.1% +$954 0.18% 75
2025
Q3 		$876K Buy
8,378
+13
+0.2% +$1.29K 0.18% 73
2025
Q2 		$797K Sell
8,365
-485
-5% -$41.6K 0.18% 79
2025
Q1 		$711K Sell
8,850
-9,643
-52% -$842K 0.18% 79
2024
Q4 		$1.63M Sell
18,493
-3,962
-18% -$342K 0.41% 37
2024
Q3 		$1.86M Sell
22,455
-1,715
-7% -$137K 0.46% 27
2024
Q2 		$1.94M Sell
24,170
-1,568
-6% -$117K 0.5% 27
2024
Q1 		$1.88M Buy
25,738
+714
+3% +$49.7K 0.51% 29
2023
Q4 		$1.63M Buy
+25,024
New +$1.54M 0.48% 31

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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