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Whitaker-Myers Wealth Managers’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Whitaker-Myers Wealth Managers’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
Q1 		– Sell
-2,780
Closed -$244K – 133
2024
Q4 		$244K Buy
+2,780
New +$240K 0.07% 105

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
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Whitaker-Myers Wealth Managers's SPYG Position: Q1 2025 in Review

Whitaker-Myers Wealth Managers sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2025, closing a stake of 2,780 shares — an estimated $244K sold.

Whitaker-Myers Wealth Managers first reported a position in SPYG in Q4 2024 and held it in 1 quarter. The position peaked at $244K in Q4 2024. 1,101 funds tracked by Wall St. Rank hold SPYG as of Q1 2025.

  • Whitaker-Myers Wealth Managers reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 2,780 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2025, an estimated $244K.
  • Whitaker-Myers Wealth Managers first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and held it in 1 quarter.
  • Whitaker-Myers Wealth Managers's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $244K in Q4 2024.
  • 1,101 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2025, filed 14 Apr 2025.