AF
SPYG icon

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

Allworth 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 		$1.22B Buy
12,409,631
+24,685
+0.2% +$2.57M 4.93% 5
2025
Q4 		$1.32B Buy
12,384,946
+990,106
+9% +$105M 5.41% 5
2025
Q3 		$1.19B Buy
11,394,840
+45,989
+0.4% +$4.58M 5.25% 5
2025
Q2 		$1.08B Buy
11,348,851
+131,104
+1% +$11.2M 5.18% 5
2025
Q1 		$901M Sell
11,217,747
-1,030,067
-8% -$89.9M 5.08% 5
2024
Q4 		$1.13B Sell
12,247,814
-929,559
-7% -$80.3M 6.19% 3
2024
Q3 		$1.09B Buy
13,177,373
+249,829
+2% +$20M 6.65% 4
2024
Q2 		$1.03B Buy
12,927,544
+169,814
+1% +$12.7M 6.65% 4
2024
Q1 		$933M Buy
12,757,730
+310,361
+2% +$21.6M 6.59% 5
2023
Q4 		$810M Buy
12,447,369
+350,344
+3% +$21.6M 6.19% 6
2023
Q3 		$717M Buy
12,097,025
+407,410
+3% +$25M 6.14% 6
2023
Q2 		$713M Buy
11,689,615
+7,029,550
+151% +$403M 6.05% 6
2023
Q1 		$258M Buy
4,660,065
+373,862
+9% +$19.8M 2.59% 8
2022
Q4 		$217M Buy
4,286,203
+195,016
+5% +$10.1M 2.41% 9
2022
Q3 		$205M Buy
4,091,187
+208,715
+5% +$11.7M 2.59% 8
2022
Q2 		$203M Buy
3,882,472
+175,556
+5% +$10.1M 2.78% 7
2022
Q1 		$245M Buy
3,706,916
+377,710
+11% +$24.6M 3.13% 7
2021
Q4 		$241M Buy
3,329,206
+36,448
+1% +$2.54M 3.42% 7
2021
Q3 		$211M Buy
3,292,758
+188,965
+6% +$12.5M 3.52% 7
2021
Q2 		$195M Buy
3,103,793
+232,458
+8% +$13.9M 3.61% 7
2021
Q1 		$162M Buy
2,871,335
+227,074
+9% +$12.7M 3.33% 7
2020
Q4 		$146M Buy
2,644,261
+1,439,172
+119% +$75.6M 3.84% 7
2020
Q3 		$60.4M Sell
1,205,089
-28,290
-2% -$1.39M 1.82% 13
2020
Q2 		$55.4M Buy
1,233,379
+22,372
+2% +$929K 1.71% 14
2020
Q1 		$43.3M Sell
1,211,007
-20,222
-2% -$828K 1.44% 15
2019
Q4 		$51.6M Buy
1,231,229
+4,081
+0.3% +$164K 1.81% 13
2019
Q3 		$47.7M Buy
1,227,148
+12,516
+1% +$489K 1.82% 14
2019
Q2 		$47M Sell
1,214,632
-139,777
-10% -$5.31M 1.84% 14
2019
Q1 		$50.4M Buy
1,354,409
+263,141
+24% +$9.3M 2.18% 13
2018
Q4 		$35.5M Buy
1,091,268
+37,885
+4% +$1.32M 1.75% 14
2018
Q3 		$40.3M Buy
+1,053,383
New +$39.1M 1.82% 14

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
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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Allworth Financial's SPYG Position: Q1 2026 in Review

Allworth Financial increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.2% in Q1 2026, buying an estimated $2.57M and bringing the position to 12,409,631 shares worth $1.22B. The position accounts for 4.93% of the portfolio, ranked #5.

Allworth Financial first reported a position in SPYG in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.32B in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Allworth Financial held 12,409,631 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.22B as of Q1 2026.
  • Allworth Financial bought 24,685 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $2.57M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 4.93% of Allworth Financial's portfolio in Q1 2026, its #5 holding.
  • Allworth Financial 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.
  • Allworth Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.32B 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 Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.