WA
SPYG icon

Wambolt & Associates’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Wambolt & Associates’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 		$4.55M Sell
48,284
-918
-2% -$78.7K 1.53% 14
2025
Q1 		$3.98M Sell
49,202
-1,309
-3% -$114K 1.35% 19
2024
Q4 		$4.44M Sell
50,511
-4,078
-7% -$352K 1.42% 17
2024
Q3 		$4.46M Buy
54,589
+2,243
+4% +$179K 1.22% 21
2024
Q2 		$4.22M Buy
52,346
+810
+2% +$60.5K 1.23% 19
2024
Q1 		$3.78M Buy
51,536
+4,202
+9% +$292K 1.13% 22
2023
Q4 		$3.08M Buy
47,334
+9,620
+26% +$593K 1.01% 23
2023
Q3 		$2.25M Sell
37,714
-7,071
-16% -$433K 0.82% 30
2023
Q2 		$2.73M Sell
44,785
-8,976
-17% -$514K 0.97% 20
2023
Q1 		$3M Buy
53,761
+19,975
+59% +$1.06M 1.06% 10
2022
Q4 		$1.71M Sell
33,786
-179
-0.5% -$9.31K 0.66% 41
2022
Q3 		$1.7M Sell
33,965
-3,017
-8% -$170K 0.72% 36
2022
Q2 		$1.93M Buy
36,982
+4,956
+15% +$284K 0.78% 34
2022
Q1 		$2.12M Buy
32,026
+1,546
+5% +$101K 0.77% 31
2021
Q4 		$2.21M Buy
30,480
+711
+2% +$49.6K 0.8% 33
2021
Q3 		$1.93M Buy
29,769
+7,722
+35% +$510K 0.77% 36
2021
Q2 		$1.39M Buy
22,047
+1,437
+7% +$86.2K 0.59% 54
2021
Q1 		$1.18M Buy
20,610
+2,468
+14% +$138K 0.61% 61
2020
Q4 		$1M Buy
18,142
+3,430
+23% +$180K 0.6% 56
2020
Q3 		$737K Buy
14,712
+3,410
+30% +$167K 0.55% 60
2020
Q2 		$508K Buy
11,302
+2,967
+36% +$123K 0.4% 89
2020
Q1 		$298K Buy
8,335
+1,868
+29% +$76.5K 0.31% 118
2019
Q4 		$271K Buy
6,467
+951
+17% +$38.1K 0.21% 143
2019
Q3 		$215K Buy
5,516
+175
+3% +$6.84K 0.18% 146
2019
Q2 		$207K Buy
+5,341
New +$203K 0.18% 149

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

Wambolt & Associates's SPYG Position: Q2 2025 in Review

Wambolt & Associates reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.9% in Q2 2025, selling an estimated $78.7K and leaving 48,284 shares worth $4.55M. The position accounts for 1.53% of the portfolio, ranked #14.

Wambolt & Associates first reported a position in SPYG in Q2 2019 and has held it in 25 quarters since. 1,167 funds tracked by Wall St. Rank hold SPYG as of Q2 2025.

  • Wambolt & Associates held 48,284 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.55M as of Q2 2025.
  • Wambolt & Associates sold 918 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2025, an estimated $78.7K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.53% of Wambolt & Associates's portfolio in Q2 2025, its #14 holding.
  • Wambolt & Associates first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2019 and has held it in 25 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 Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.