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WFA Asset Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

WFA Asset 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
Q3 		$19.4M Sell
234,077
-11,612
-5% -$1.16M 10.55% 2
2025
Q2 		$19.7M Sell
245,689
-36,509
-13% -$3.13M 11.13% 2
2025
Q1 		$20.6M Buy
282,198
+61,061
+28% +$5.33M 10.8% 2
2024
Q4 		$19.4M Sell
221,137
-13,039
-6% -$1.13M 10.51% 2
2024
Q3 		$19.4M Sell
234,176
-11,639
-5% -$930K 10.55% 2
2024
Q2 		$19.7M Sell
245,815
-36,452
-13% -$2.72M 11.12% 2
2024
Q1 		$20.6M Sell
282,267
-7,300
-3% -$508K 10.79% 2
2023
Q4 		$18.8M Buy
289,567
+15,663
+6% +$966K 10.28% 4
2023
Q3 		$16.2M Buy
273,904
+17,820
+7% +$1.09M 9.63% 4
2023
Q2 		$15.6M Buy
256,084
+13,770
+6% +$789K 9.26% 4
2023
Q1 		$13.4M Buy
242,314
+7,342
+3% +$389K 8.23% 4
2022
Q4 		$11.9M Buy
234,972
+2,493
+1% +$130K 7.82% 4
2022
Q3 		$11.6M Buy
232,479
+9,264
+4% +$521K 8.3% 4
2022
Q2 		$11.7M Sell
223,215
-8,481
-4% -$486K 8.17% 4
2022
Q1 		$15.3M Sell
231,696
-13,082
-5% -$851K 10.05% 3
2021
Q4 		$17.7M Buy
+244,778
New +$17.1M 11.57% 3

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
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
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

WFA Asset Management's SPYG Position: Q3 2025 in Review

WFA Asset Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.7% in Q3 2025, selling an estimated $1.16M and leaving 234,077 shares worth $19.4M. The position accounts for 10.55% of the portfolio, ranked #2.

WFA Asset Management first reported a position in SPYG in Q4 2021 and has held it in 16 quarters since. The position peaked at $20.6M in Q1 2024. 1,217 funds tracked by Wall St. Rank hold SPYG as of Q3 2025.

  • WFA Asset Management held 234,077 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $19.4M as of Q3 2025.
  • WFA Asset Management sold 11,612 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2025, an estimated $1.16M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 10.55% of WFA Asset Management's portfolio in Q3 2025, its #2 holding.
  • WFA Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 16 quarters since.
  • WFA Asset Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $20.6M in Q1 2024.
  • 1,217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.