Winthrop Advisory Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Winthrop Advisory Group’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
2026 Q1	$3.4M	Sell	34,685 -161	-0.5%	-$16.8K	0.28%	46
2025 Q4	$3.72M	Sell	34,846 -222	-0.6%	-$23.5K	0.32%	43
2025 Q3	$3.66M	Sell	35,068 -13	-0%	-$1.29K	0.32%	44
2025 Q2	$3.34M	Buy	35,081 +1,711	+5%	+$147K	0.32%	42
2025 Q1	$2.68M	Sell	33,370 -589	-2%	-$51.4K	0.32%	38
2024 Q4	$2.98M	Buy	33,959 +1,863	+6%	+$161K	0.36%	39
2024 Q3	$2.66M	Sell	32,096 -429,580	-93%	-$34.3M	0.33%	37
2024 Q2	$29.6M	Hold	461,676	–	–	4.03%	8
2024 Q1	$29.6M	Buy	461,676 +428,964	+1,311%	+$29.9M	4.28%	7
2023 Q4	$2.13M	Buy	32,712 +36	+0.1%	+$2.22K	0.33%	38
2023 Q3	$1.94M	Buy	32,676 +417	+1%	+$25.5K	0.32%	34
2023 Q2	$1.97M	Sell	32,259 -1,944	-6%	-$111K	0.32%	35
2023 Q1	$1.89M	Sell	34,203 -2,206	-6%	-$117K	0.33%	35
2022 Q4	$1.84M	Buy	+36,409	New	+$1.89M	0.35%	32

Other funds holding SPYG

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 New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return