Echo Wealth Management sells 13,080 shares of SPDR S&P 500 Growth ETF

Echo Wealth Management LLC has cut its investment in SPDR Portfolio S&P 500 Growth ETF by 23.7%, offloading 13,080 shares. Now, it holds 42,209 shares worth around $4,133,000. This change positions the ETF at 2.4% of Echo's total investment portfolio, making it the 11th largest holding.

BRIC Team

Jun 27, 2026 · 1 min read · 2 views

Echo Wealth Management sells 13,080 shares of SPDR S&P 500 Growth ETF

Key Takeaways

•Echo Wealth Management reduced its stake in the SPDR Portfolio S&P 500 Growth ETF by 23.7%, selling 13,080 shares in Q1.
•The SPDR Portfolio S&P 500 Growth ETF's value now stands at approximately $4,133,000, making it Echo's 11th largest holding.
•Hantz Financial Services Inc. increased its holdings in the ETF by 583.8%, acquiring 253 shares worth about $27,000.
•As of Friday, the SPDR Portfolio S&P 500 Growth ETF opened at $114.71, reflecting a slight decline of 0.7%.
•The ETF has a market capitalization of $50.55 billion and a price-to-earnings ratio of 32.28.

Echo Wealth Management LLC cut its stake in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA: SPYG) by 23.7%,a recent SEC filing shows. The firm sold 13,080 shares in Q1,leaving 42,209 shares of ETF.

Now,SPDR Portfolio S&P 500 Growth ETF makes up 2.4% of Echo Wealth's investment portfolio,ranking as 11th largest holding. Latest filing values these holdings at about $4,133,000.

Other institutional investors eyeing SPYG too. Optiver Holding B.V. took new position in Q3,putting in $25,000. Similarly, United Financial Planning Group LLC and Financial Life Planners also bought in,same quarter,investing $25,000 and $26,000 .

In Q4, Hantz Financial Services Inc. ramped up its ETF holdings by 583.8%,adding 216 shares to total 253 shares,worth about $27,000. New Millennium Group LLC made a new market entry with $29,000 investment same period.

As of Friday,SPDR Portfolio S&P 500 Growth ETF opened at $114.71,down 0.7%. ETF's seen a 52-week low of $93.61 and high of $122.92. Market cap stands at $50.55 billion,with P/E ratio of 32.28 and beta of 1.17 .

SPDR Portfolio S&P 500 Growth ETF seeks to replicate S&P 500 Growth Index's total return performance,tracking U.S. equity market's growth sector. Includes all U.S.-listed common equities...

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