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

Amara 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	$365K	Buy	3,726 +28	+0.8%	+$2.92K	0.25%	35
2025 Q4	$395K	Buy	3,698 +1	+0%	+$106	0.27%	34
2025 Q3	$386K	Hold	3,697	–	–	0.28%	35
2025 Q2	$352K	Buy	3,697 +1	+0%	+$86	0.31%	33
2025 Q1	$297K	Buy	3,696 +1	+0%	+$87	0.27%	38
2024 Q4	$325K	Buy	3,695 +5	+0.1%	+$432	0.3%	36
2024 Q3	$306K	Buy	+3,690	New	+$295K	0.29%	37

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

Amara Financial's SPYG Position: Q1 2026 in Review

Amara Financial increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.76% in Q1 2026, buying an estimated $2.92K and bringing the position to 3,726 shares worth $365K. The position accounts for 0.25% of the portfolio, ranked #35.

Amara Financial first reported a position in SPYG in Q3 2024 and has held it in 7 quarters since. The position peaked at $395K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Amara Financial held 3,726 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $365K as of Q1 2026.
Amara Financial bought 28 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $2.92K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.25% of Amara Financial's portfolio in Q1 2026, its #35 holding.
Amara Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
Amara Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $395K in Q4 2025.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Amara Financial's 13F filing for Q1 2026, filed 7 May 2026.