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

Avion Wealth’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	$143K	Sell	1,466 -166	-10%	-$17.3K	0.03%	123
2025 Q4	$174K	Sell	1,632 -55	-3%	-$5.83K	0.04%	114
2025 Q3	$176K	Sell	1,687 -272	-14%	-$27.1K	0.04%	109
2025 Q2	$186K	Buy	1,959 +92	+5%	+$7.89K	0.04%	97
2025 Q1	$164K	Hold	1,867	–	–	0.04%	96
2024 Q4	$164K	Sell	1,867 -45	-2%	-$3.89K	0.04%	96
2024 Q3	$158K	Sell	1,912 -128	-6%	-$10.2K	0.04%	88
2024 Q2	$163K	Sell	2,040 -69	-3%	-$5.15K	0.05%	82
2024 Q1	$155K	Sell	2,109 -353	-14%	-$24.6K	0.04%	83
2023 Q4	$160K	Sell	2,462 -90	-4%	-$5.55K	0.04%	81
2023 Q3	$151K	Sell	2,552 -181	-7%	-$11.1K	0.04%	79
2023 Q2	$166K	Hold	2,733	–	–	0.04%	81
2023 Q1	$138K	Hold	2,733	–	–	0.04%	85
2022 Q4	$136K	Hold	2,733	–	–	0.04%	84
2022 Q3	$137K	Hold	2,733	–	–	0.04%	83
2022 Q2	$143K	Buy	+2,733	New	+$157K	0.04%	72

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

Avion Wealth's SPYG Position: Q1 2026 in Review

Avion Wealth reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 10% in Q1 2026, selling an estimated $17.3K and leaving 1,466 shares worth $143K. The position accounts for 0.03% of the portfolio, ranked #123.

Avion Wealth first reported a position in SPYG in Q2 2022 and has held it in 16 quarters since. The position peaked at $186K in Q2 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Avion Wealth held 1,466 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $143K as of Q1 2026.
Avion Wealth sold 166 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $17.3K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Avion Wealth's portfolio in Q1 2026, its #123 holding.
Avion Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2022 and has held it in 16 quarters since.
Avion Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $186K in Q2 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 Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.