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

Arkadios 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 		$5.88M Buy
60,056
+49,863
+489% +$5.19M 0.1% 236
2025
Q4 		$1.09M Buy
10,193
+244
+2% +$25.9K 0.02% 662
2025
Q3 		$1.04M Buy
9,949
+784
+9% +$78.1K 0.02% 621
2025
Q2 		$874K Buy
9,165
+913
+11% +$78.3K 0.03% 618
2025
Q1 		$663K Buy
8,252
+4,838
+142% +$422K 0.03% 600
2024
Q4 		$300K Sell
3,414
-106
-3% -$9.16K 0.02% 714
2024
Q3 		$292K Buy
3,520
+294
+9% +$23.5K 0.02% 714
2024
Q2 		$258K Buy
+3,226
New +$241K 0.02% 683
2021
Q4 		– Sell
-591
Closed -$37K – 1620
2021
Q3 		$37K Buy
591
+109
+23% +$7.2K 0.01% 985
2021
Q2 		$30K Buy
+482
New +$28.9K ﹤0.01% 1129

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

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

Arkadios Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 489% in Q1 2026, buying an estimated $5.19M and bringing the position to 60,056 shares worth $5.88M. The position accounts for 0.1% of the portfolio, ranked #236.

Arkadios Wealth Advisors first reported a position in SPYG in Q2 2021 and has held it in 10 quarters since. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Arkadios Wealth Advisors held 60,056 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.88M as of Q1 2026.
  • Arkadios Wealth Advisors bought 49,863 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $5.19M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.1% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #236 holding.
  • Arkadios Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2021 and has held it in 10 quarters since.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

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