SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) Stock Holdings Lowered by Wells Financial Advisors INC

Posted by Joseph Griffin on Mar 26th, 2025

Wells Financial Advisors INC reduced its position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 16.7% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 33,035 shares of the company’s stock after selling 6,634 shares during the period. SPDR Portfolio S&P 500 Growth ETF comprises approximately 4.0% of Wells Financial Advisors INC’s holdings, making the stock its 9th largest position. Wells Financial Advisors INC’s holdings in SPDR Portfolio S&P 500 Growth ETF were worth $2,904,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. BankPlus Trust Department bought a new stake in shares of SPDR Portfolio S&P 500 Growth ETF in the fourth quarter worth $25,000. Brown Brothers Harriman & Co. bought a new stake in shares of SPDR Portfolio S&P 500 Growth ETF during the 3rd quarter valued at about $36,000. Valued Wealth Advisors LLC purchased a new stake in shares of SPDR Portfolio S&P 500 Growth ETF during the 4th quarter valued at about $41,000. Urban Financial Advisory Corp bought a new position in shares of SPDR Portfolio S&P 500 Growth ETF in the 3rd quarter worth approximately $45,000. Finally, West Branch Capital LLC boosted its holdings in shares of SPDR Portfolio S&P 500 Growth ETF by 916.1% in the fourth quarter. West Branch Capital LLC now owns 569 shares of the company’s stock worth $50,000 after buying an additional 513 shares during the last quarter.

SPDR Portfolio S&P 500 Growth ETF Trading Up 0.4 %

SPYG opened at $84.50 on Wednesday. The firm’s 50 day simple moving average is $87.76 and its two-hundred day simple moving average is $86.46. The company has a market capitalization of $32.09 billion, a PE ratio of 29.52 and a beta of 1.08. SPDR Portfolio S&P 500 Growth ETF has a 1-year low of $68.48 and a 1-year high of $92.76.

SPDR Portfolio S&P 500 Growth ETF Cuts Dividend

The business also recently announced a dividend, which will be paid on Wednesday, March 26th. Investors of record on Monday, March 24th will be issued a $0.117 dividend. The ex-dividend date is Monday, March 24th.

About SPDR Portfolio S&P 500 Growth ETF

(Free Report)

SPDR S&P 500 Growth ETF (the Fund), formerly SPDR Dow Jones Large Cap Growth ETF, focuses to provide investment results, which correspond to the total return performance of an index tracks the performance of exchange traded the equity securities. The SPDR S&P 500 Growth ETF matches the returns and characteristics of the S&P 500 Growth Index (the Index).