AWA
SPYG icon

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

Arete 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 		$6.99M Sell
71,471
-11,635
-14% -$1.21M 0.52% 45
2025
Q4 		$8.87M Sell
83,106
-63,753
-43% -$6.76M 0.54% 42
2025
Q3 		$15.4M Sell
146,859
-8,293
-5% -$826K 0.96% 19
2025
Q2 		$14.8M Buy
155,152
+2,835
+2% +$243K 1.05% 20
2025
Q1 		$12.2M Buy
152,317
+10,742
+8% +$938K 0.94% 21
2024
Q4 		$12.5M Buy
141,575
+46,357
+49% +$4.01M 0.9% 19
2024
Q3 		$7.84M Sell
95,218
-3,873
-4% -$310K 0.67% 28
2024
Q2 		$7.97M Buy
99,091
+31,233
+46% +$2.33M 0.65% 27
2024
Q1 		$4.96M Buy
67,858
+20,584
+44% +$1.43M 0.46% 53
2023
Q4 		$3.08M Buy
47,274
+32,630
+223% +$2.01M 0.23% 88
2023
Q3 		$868K Sell
14,644
-48,966
-77% -$3M 0.15% 150
2023
Q2 		$3.88M Sell
63,610
-125
-0.2% -$7.16K 0.34% 67
2023
Q1 		$3.53M Buy
63,735
+1,122
+2% +$59.4K 0.29% 76
2022
Q4 		$3.17B Sell
62,613
-2,636
-4% -$137K 0.28% 78
2022
Q3 		$3.27M Buy
65,249
+25,019
+62% +$1.41M 0.32% 68
2022
Q2 		$2.11M Sell
40,230
-10,577
-21% -$606K 0.21% 89
2022
Q1 		$3.36M Buy
50,807
+27,827
+121% +$1.81M 0.28% 79
2021
Q4 		$1.68M Buy
22,980
+535
+2% +$37.3K 0.14% 136
2021
Q3 		$1.44M Sell
22,445
-528
-2% -$34.9K 0.16% 127
2021
Q2 		$1.23M Sell
22,973
-501
-2% -$30.1K 0.17% 114
2021
Q1 		$1.32M Sell
23,474
-43,055
-65% -$2.41M 0.17% 130
2020
Q4 		$3.67M Sell
66,529
-815
-1% -$42.8K 0.52% 45
2020
Q3 		$3.35M Sell
67,344
-4,075
-6% -$200K 0.51% 46
2020
Q2 		$3.21M Buy
71,419
+10,848
+18% +$451K 0.56% 39
2020
Q1 		$2.16M Buy
60,571
+3,432
+6% +$141K 0.43% 51
2019
Q4 		$2.4M Buy
57,139
+27,299
+91% +$1.09M 0.42% 60
2019
Q3 		$1.16M Buy
29,840
+4,305
+17% +$168K 0.22% 113
2019
Q2 		$989K Buy
25,535
+4,374
+21% +$166K 0.19% 136
2019
Q1 		$787K Buy
21,161
+6,115
+41% +$216K 0.16% 156
2018
Q4 		$489K Buy
15,046
+3,871
+35% +$135K 0.12% 192
2018
Q3 		$427K Buy
11,175
+28
+0.3% +$1.04K 0.09% 209
2018
Q2 		$392K Sell
11,147
-70
-0.6% -$2.43K 0.09% 226
2018
Q1 		$376K Buy
+11,217
New +$386K 0.12% 206

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

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

Arete Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 14% in Q1 2026, selling an estimated $1.21M and leaving 71,471 shares worth $6.99M. The position accounts for 0.52% of the portfolio, ranked #45.

Arete Wealth Advisors first reported a position in SPYG in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.17B in Q4 2022. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Arete Wealth Advisors held 71,471 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $6.99M as of Q1 2026.
  • Arete Wealth Advisors sold 11,635 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.21M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.52% of Arete Wealth Advisors's portfolio in Q1 2026, its #45 holding.
  • Arete Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2018 and has held it in 33 quarters since.
  • Arete Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.17B in Q4 2022.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.