AWM
SPYG icon

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

AE Wealth 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 		$300M Buy
3,069,038
+126,353
+4% +$13.2M 1.62% 7
2025
Q4 		$314M Sell
2,942,685
-67,734
-2% -$7.18M 1.8% 7
2025
Q3 		$315M Buy
3,010,419
+292,482
+11% +$29.1M 2.01% 5
2025
Q2 		$259M Buy
2,717,937
+295,892
+12% +$25.4M 1.89% 6
2025
Q1 		$195M Buy
2,422,045
+99,910
+4% +$8.72M 1.64% 6
2024
Q4 		$204M Buy
2,322,135
+127,265
+6% +$11M 1.73% 6
2024
Q3 		$182M Buy
2,194,870
+821,145
+60% +$65.6M 1.65% 7
2024
Q2 		$110M Buy
1,373,725
+114,221
+9% +$8.53M 1.1% 11
2024
Q1 		$92.1M Sell
1,259,504
-512,602
-29% -$35.7M 1.04% 11
2023
Q4 		$120M Sell
1,772,106
-284,081
-14% -$17.5M 0.61% 23
2023
Q3 		$122M Buy
2,056,187
+481,103
+31% +$29.5M 0.73% 16
2023
Q2 		$96.1M Sell
1,575,084
-57,393
-4% -$3.29M 0.58% 25
2023
Q1 		$90.4M Sell
1,632,477
-8,071
-0.5% -$427K 0.58% 24
2022
Q4 		$83.1M Sell
1,640,548
-20,349
-1% -$1.06M 0.6% 25
2022
Q3 		$83.2M Sell
1,660,897
-29,095
-2% -$1.64M 0.66% 22
2022
Q2 		$88.4M Buy
1,689,992
+25,386
+2% +$1.46M 0.71% 22
2022
Q1 		$110M Buy
1,664,606
+110,712
+7% +$7.2M 0.76% 21
2021
Q4 		$113M Sell
1,553,894
-46,722
-3% -$3.26M 0.79% 21
2021
Q3 		$102M Buy
1,600,616
+437,334
+38% +$28.9M 0.84% 17
2021
Q2 		$73.3M Buy
1,163,282
+155,498
+15% +$9.33M 0.64% 27
2021
Q1 		$56.8M Sell
1,007,784
-44,348
-4% -$2.48M 0.57% 30
2020
Q4 		$58.2M Buy
1,052,132
+138,080
+15% +$7.26M 0.66% 26
2020
Q3 		$45.8M Sell
914,052
-198,456
-18% -$9.73M 0.65% 24
2020
Q2 		$50M Buy
1,112,508
+427,804
+62% +$17.8M 0.77% 20
2020
Q1 		$24.5M Buy
684,704
+347,591
+103% +$14.2M 0.56% 33
2019
Q4 		$14.1M Buy
337,113
+171,557
+104% +$6.88M 0.31% 69
2019
Q3 		$6.44M Buy
165,556
+103,562
+167% +$4.05M 0.19% 102
2019
Q2 		$2.4M Buy
61,994
+23,472
+61% +$892K 0.07% 206
2019
Q1 		$1.43M Buy
38,522
+27,776
+258% +$982K 0.1% 169
2018
Q4 		$349K Sell
10,746
-13,831
-56% -$483K 0.06% 318
2018
Q3 		$940K Buy
+24,577
New +$913K 0.05% 227

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

AE Wealth Management's SPYG Position: Q1 2026 in Review

AE Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.3% in Q1 2026, buying an estimated $13.2M and bringing the position to 3,069,038 shares worth $300M. The position accounts for 1.62% of the portfolio, ranked #7.

AE Wealth Management first reported a position in SPYG in Q3 2018 and has held it in 31 quarters since. The position peaked at $315M in Q3 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • AE Wealth Management held 3,069,038 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $300M as of Q1 2026.
  • AE Wealth Management bought 126,353 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $13.2M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.62% of AE Wealth Management's portfolio in Q1 2026, its #7 holding.
  • AE Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2018 and has held it in 31 quarters since.
  • AE Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $315M in Q3 2025.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.