AF
SPYG icon

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

Advisornet Financial’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 		$1.14M Buy
11,616
+1,089
+10% +$113K 0.06% 240
2025
Q4 		$1.12M Buy
10,527
+281
+3% +$29.8K 0.06% 245
2025
Q3 		$1.07M Sell
10,246
-1,145
-10% -$114K 0.06% 241
2025
Q2 		$1.09M Buy
11,391
+1,144
+11% +$98.1K 0.07% 235
2025
Q1 		$824K Buy
10,247
+384
+4% +$33.5K 0.06% 256
2024
Q4 		$867K Buy
9,863
+1,019
+12% +$88K 0.07% 227
2024
Q3 		$733K Buy
8,844
+1,330
+18% +$106K 0.05% 264
2024
Q2 		$602K Sell
7,514
-153
-2% -$11.4K 0.05% 271
2024
Q1 		$561K Sell
7,667
-138
-2% -$9.61K 0.05% 284
2023
Q4 		$508K Buy
7,805
+88
+1% +$5.43K 0.05% 317
2023
Q3 		$457K Sell
7,717
-308
-4% -$18.9K 0.04% 315
2023
Q2 		$490K Buy
8,025
+194
+2% +$11.1K 0.04% 309
2023
Q1 		$434K Sell
7,831
-73
-0.9% -$3.87K 0.04% 319
2022
Q4 		$400K Hold
7,904
– – 0.04% 335
2022
Q3 		$396K Sell
7,904
-2,616
-25% -$147K 0.04% 366
2022
Q2 		$550K Sell
10,520
-2,889
-22% -$166K 0.05% 295
2022
Q1 		$888K Sell
13,409
-6,154
-31% -$400K 0.06% 269
2021
Q4 		$1.42M Buy
19,563
+3,297
+20% +$230K 0.09% 202
2021
Q3 		$1.04M Sell
16,266
-4,417
-21% -$292K 0.07% 230
2021
Q2 		$1.3M Buy
20,683
+3,059
+17% +$183K 0.09% 214
2021
Q1 		$994K Buy
17,624
+291
+2% +$16.3K 0.07% 242
2020
Q4 		$958K Sell
17,333
-25,817
-60% -$1.36M 0.08% 224
2020
Q3 		$2.16M Sell
43,150
-151,752
-78% -$7.44M 0.19% 124
2020
Q2 		$8.76M Sell
194,902
-1,479
-0.8% -$61.4K 0.71% 25
2020
Q1 		$7.02M Buy
196,381
+124,074
+172% +$5.08M 0.65% 30
2019
Q4 		$3.03M Buy
72,307
+3,431
+5% +$138K 0.26% 85
2019
Q3 		$2.68M Buy
68,876
+1,631
+2% +$63.7K 0.25% 92
2019
Q2 		$2.6M Buy
67,245
+3,996
+6% +$152K 0.29% 80
2019
Q1 		$2.35M Sell
63,249
-19,118
-23% -$676K 0.29% 82
2018
Q4 		$2.68M Buy
82,367
+30,111
+58% +$1.05M 0.37% 57
2018
Q3 		$2M Buy
52,256
+13,807
+36% +$513K 0.25% 87
2018
Q2 		$1.35M Buy
38,449
+4,762
+14% +$165K 0.18% 113
2018
Q1 		$1.13M Buy
33,687
+30,784
+1,060% +$1.06M 0.16% 124
2017
Q4 		$96K Buy
+2,903
New +$93.7K 0.01% 492

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

Advisornet Financial's SPYG Position: Q1 2026 in Review

Advisornet Financial increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 10% in Q1 2026, buying an estimated $113K and bringing the position to 11,616 shares worth $1.14M. The position accounts for 0.06% of the portfolio, ranked #240.

Advisornet Financial first reported a position in SPYG in Q4 2017 and has held it in 34 quarters since. The position peaked at $8.76M in Q2 2020. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Advisornet Financial held 11,616 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.14M as of Q1 2026.
  • Advisornet Financial bought 1,089 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $113K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of Advisornet Financial's portfolio in Q1 2026, its #240 holding.
  • Advisornet Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2017 and has held it in 34 quarters since.
  • Advisornet Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $8.76M in Q2 2020.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.