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

WMS Partners’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	-15,000	Closed	-$1.32M	–	233
2024 Q4	$1.32M	Hold	15,000	–	–	0.07%	105
2024 Q3	$1.24M	Hold	15,000	–	–	0.07%	106
2024 Q2	$1.2M	Sell	15,000 -100	-0.7%	-$7.47K	0.08%	94
2024 Q1	$1.1M	Sell	15,100 -725	-5%	-$50.5K	0.08%	106
2023 Q4	$1.03M	Hold	15,825	–	–	0.08%	103
2023 Q3	$938K	Sell	15,825 -48	-0.3%	-$2.94K	0.07%	101
2023 Q2	$968K	Sell	15,873 -648	-4%	-$37.1K	0.08%	104
2023 Q1	$915K	Buy	+16,521	New	+$875K	0.08%	106

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

WMS Partners's SPYG Position: Q1 2025 in Review

WMS Partners sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2025, closing a stake of 15,000 shares — an estimated $1.32M sold.

WMS Partners first reported a position in SPYG in Q1 2023 and held it in 8 quarters. The position peaked at $1.32M in Q4 2024. 1,101 funds tracked by Wall St. Rank hold SPYG as of Q1 2025.

WMS Partners reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 15,000 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2025, an estimated $1.32M.
WMS Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2023 and held it in 8 quarters.
WMS Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.32M 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 WMS Partners's 13F filing for Q1 2025.