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Advance Capital Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Advance Capital Management’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 		$2.15M Sell
21,994
-1,779
-7% -$185K 0.08% 42
2025
Q4 		$2.54M Buy
23,773
+10
+0% +$1.06K 0.11% 37
2025
Q3 		$2.48M Buy
23,763
+9
+0% +$896 0.11% 36
2025
Q2 		$2.26M Sell
23,754
-512
-2% -$43.9K 0.1% 39
2025
Q1 		$1.95M Buy
24,266
+360
+2% +$31.4K 0.09% 38
2024
Q4 		$2.1M Buy
23,906
+271
+1% +$23.4K 0.1% 30
2024
Q3 		$1.96M Buy
23,635
+549
+2% +$43.9K 0.09% 34
2024
Q2 		$1.85M Sell
23,086
-6,752
-23% -$504K 0.09% 35
2024
Q1 		$2.18M Buy
29,838
+331
+1% +$23K 0.15% 27
2023
Q4 		$1.92M Buy
29,507
+1,468
+5% +$90.5K 0.15% 21
2023
Q3 		$1.66M Buy
28,039
+11,526
+70% +$706K 0.15% 23
2023
Q2 		$1.01M Buy
16,513
+2,381
+17% +$136K 0.11% 37
2023
Q1 		$782K Sell
14,132
-392
-3% -$20.8K 0.14% 37
2022
Q4 		$736K Buy
14,524
+1,128
+8% +$58.7K 0.1% 37
2022
Q3 		$671K Buy
13,396
+4,920
+58% +$277K 0.08% 33
2022
Q2 		$443K Buy
8,476
+410
+5% +$23.5K 0.05% 47
2022
Q1 		$534K Buy
8,066
+27
+0.3% +$1.76K 0.06% 44
2021
Q4 		$583K Buy
+8,039
New +$561K 0.12% 39

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Advance Capital Management's SPYG Position: Q1 2026 in Review

Advance Capital Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 7.5% in Q1 2026, selling an estimated $185K and leaving 21,994 shares worth $2.15M. The position accounts for 0.08% of the portfolio, ranked #42.

Advance Capital Management first reported a position in SPYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.54M in Q4 2025. 1,317 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Advance Capital Management held 21,994 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.15M as of Q1 2026.
  • Advance Capital Management sold 1,779 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $185K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.08% of Advance Capital Management's portfolio in Q1 2026, its #42 holding.
  • Advance Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Advance Capital Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.54M in Q4 2025.
  • 1,317 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.