SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) is Vertex Planning Partners LLC’s 7th Largest Position

Posted by John Perry on Mar 28th, 2025

Vertex Planning Partners LLC reduced its position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 33.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 153,233 shares of the company’s stock after selling 76,543 shares during the period. SPDR Portfolio S&P 500 Growth ETF comprises 3.0% of Vertex Planning Partners LLC’s investment portfolio, making the stock its 7th biggest position. Vertex Planning Partners LLC’s holdings in SPDR Portfolio S&P 500 Growth ETF were worth $13,469,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Franklin Resources Inc. grew its position in SPDR Portfolio S&P 500 Growth ETF by 132.3% during the third quarter. Franklin Resources Inc. now owns 13,196 shares of the company’s stock valued at $1,118,000 after acquiring an additional 7,516 shares during the period. Fifth Third Wealth Advisors LLC acquired a new stake in shares of SPDR Portfolio S&P 500 Growth ETF in the 4th quarter valued at about $200,000. Rede Wealth LLC increased its holdings in shares of SPDR Portfolio S&P 500 Growth ETF by 8.6% in the 4th quarter. Rede Wealth LLC now owns 24,108 shares of the company’s stock valued at $2,119,000 after acquiring an additional 1,903 shares during the last quarter. AdvisorNet Financial Inc lifted its position in shares of SPDR Portfolio S&P 500 Growth ETF by 11.5% in the 4th quarter. AdvisorNet Financial Inc now owns 9,863 shares of the company’s stock worth $867,000 after buying an additional 1,019 shares during the last quarter. Finally, Compass Capital Corp MA ADV acquired a new position in SPDR Portfolio S&P 500 Growth ETF during the 4th quarter valued at approximately $3,268,000.

SPDR Portfolio S&P 500 Growth ETF Price Performance

Shares of SPYG stock opened at $82.16 on Friday. The firm has a market capitalization of $31.20 billion, a price-to-earnings ratio of 29.52 and a beta of 1.08. The business has a 50 day simple moving average of $87.50 and a 200 day simple moving average of $86.40. SPDR Portfolio S&P 500 Growth ETF has a 12-month low of $68.48 and a 12-month high of $92.76.

SPDR Portfolio S&P 500 Growth ETF Cuts Dividend

The business also recently declared a dividend, which was paid on Wednesday, March 26th. Investors of record on Monday, March 24th were given a $0.117 dividend. The ex-dividend date was Monday, March 24th.

SPDR Portfolio S&P 500 Growth ETF Company Profile

(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).