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

Angeles 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	$720K	Hold	7,354	–	–	0.04%	175
2025 Q4	$785K	Sell	7,354 -6,938	-49%	-$735K	0.04%	153
2025 Q3	$1.49M	Hold	14,292	–	–	0.09%	85
2025 Q2	$1.36M	Hold	14,292	–	–	0.09%	78
2025 Q1	$1.15M	Hold	14,292	–	–	0.1%	80
2024 Q4	$1.26M	Hold	14,292	–	–	0.1%	73
2024 Q3	$1.19M	Buy	14,292 +6,938	+94%	+$555K	0.1%	66
2024 Q2	$589K	Hold	7,354	–	–	0.06%	114
2024 Q1	$538K	Sell	7,354 -9,910	-57%	-$690K	0.05%	115
2023 Q4	$1.12M	Buy	17,264 +417	+2%	+$25.7K	0.14%	62
2023 Q3	$999K	Hold	16,847	–	–	0.14%	58
2023 Q2	$1.03M	Hold	16,847	–	–	0.14%	69
2023 Q1	$933K	Hold	16,847	–	–	0.14%	74
2022 Q4	$854K	Buy	16,847 +9,910	+143%	+$516K	0.15%	78
2022 Q3	$348K	Hold	6,937	–	–	0.07%	115
2022 Q2	$363K	Hold	6,937	–	–	0.07%	119
2022 Q1	$459K	Buy	+6,937	New	+$451K	0.09%	112

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

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

Angeles Wealth Management held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 7,354 shares worth $720K. The position accounts for 0.04% of the portfolio, ranked #175.

Angeles Wealth Management first reported a position in SPYG in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.49M in Q3 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Angeles Wealth Management held 7,354 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $720K as of Q1 2026.
Angeles Wealth Management left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of Angeles Wealth Management's portfolio in Q1 2026, its #175 holding.
Angeles Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and has held it in 17 quarters since.
Angeles Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.49M in Q3 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 Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.