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

AGH Wealth 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	$4.08M	Buy	41,686 +1,107	+3%	+$115K	3%	8
2025 Q4	$4.33M	Buy	40,579 +324	+0.8%	+$34.3K	3.25%	9
2025 Q3	$4.21M	Sell	40,255 -213	-0.5%	-$21.2K	3.09%	9
2025 Q2	$3.86M	Sell	40,468 -1,047	-3%	-$89.8K	3.18%	9
2025 Q1	$3.34M	Buy	41,515 +1,465	+4%	+$128K	3.22%	9
2024 Q4	$3.52M	Buy	+40,050	New	+$3.46M	3.26%	7

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

AGH Wealth Advisors's SPYG Position: Q1 2026 in Review

AGH Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.7% in Q1 2026, buying an estimated $115K and bringing the position to 41,686 shares worth $4.08M. The position accounts for 3% of the portfolio, ranked #8.

AGH Wealth Advisors first reported a position in SPYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.33M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

AGH Wealth Advisors held 41,686 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.08M as of Q1 2026.
AGH Wealth Advisors bought 1,107 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $115K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 3% of AGH Wealth Advisors's portfolio in Q1 2026, its #8 holding.
AGH Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
AGH Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.33M in Q4 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 AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.