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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s SPYG Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.11% in Q4 2025, buying an estimated $954 and bringing the position to 8,387 shares worth $895K. The position accounts for 0.18% of the portfolio, ranked #75.

Vantage Financial Partners (Wisconsin) first reported a position in SPYG in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.94M in Q2 2024. 1,351 funds tracked by Wall St. Rank hold SPYG as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 8,387 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $895K as of Q4 2025.
Vantage Financial Partners (Wisconsin) bought 9 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2025, an estimated $954.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.18% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #75 holding.
Vantage Financial Partners (Wisconsin) first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 9 quarters since.
Vantage Financial Partners (Wisconsin)'s State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.94M in Q2 2024.
1,351 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.