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

Addison Advisors’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	$18.9K	Buy	193 +122	+172%	+$12.7K	﹤0.01%	564
2025 Q4	$7.58K	Hold	71	–	–	﹤0.01%	656
2025 Q3	$7.42K	Hold	71	–	–	﹤0.01%	661
2025 Q2	$6.77K	Buy	+71	New	+$6.09K	﹤0.01%	670
2022 Q4	–	Sell	-245	Closed	-$12K	–	808
2022 Q3	$12K	Hold	245	–	–	0.01%	431
2022 Q2	$13K	Buy	245 +26	+12%	+$1.49K	0.01%	413
2022 Q1	$14K	Sell	219 -53	-19%	-$3.45K	0.01%	439
2021 Q4	$20K	Buy	+272	New	+$19K	0.01%	340

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

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

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

Addison Advisors's SPYG Position: Q1 2026 in Review

Addison Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 172% in Q1 2026, buying an estimated $12.7K and bringing the position to 193 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Addison Advisors first reported a position in SPYG in Q4 2021 and has held it in 8 quarters since. The position peaked at $20K in Q4 2021. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Addison Advisors held 193 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $18.9K as of Q1 2026.
Addison Advisors bought 122 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $12.7K.
State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #564 holding.
Addison Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 8 quarters since.
Addison Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $20K in Q4 2021.
1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.