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

Aviso 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	$433K	Sell	4,419 -526	-11%	-$54.8K	0.2%	102
2025 Q4	$528K	Sell	4,945 -1,404	-22%	-$149K	0.22%	91
2025 Q3	$664K	Sell	6,349 -170	-3%	-$16.9K	0.29%	75
2025 Q2	$621K	Buy	6,519 +1,092	+20%	+$93.6K	0.29%	81
2025 Q1	$436K	Sell	5,427 -106	-2%	-$9.25K	0.23%	89
2024 Q4	$486K	Sell	5,533 -130	-2%	-$11.2K	0.25%	90
2024 Q3	$470K	Sell	5,663 -917	-14%	-$73.3K	0.25%	90
2024 Q2	$527K	Sell	6,580 -787	-11%	-$58.8K	0.31%	75
2024 Q1	$539K	Sell	7,367 -860	-10%	-$59.9K	0.34%	76
2023 Q4	$535K	Buy	+8,227	New	+$507K	0.39%	65

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

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

Aviso Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 11% in Q1 2026, selling an estimated $54.8K and leaving 4,419 shares worth $433K. The position accounts for 0.2% of the portfolio, ranked #102.

Aviso Wealth Management first reported a position in SPYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $664K in Q3 2025. 1,317 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Aviso Wealth Management held 4,419 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $433K as of Q1 2026.
Aviso Wealth Management sold 526 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $54.8K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.2% of Aviso Wealth Management's portfolio in Q1 2026, its #102 holding.
Aviso Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $664K in Q3 2025.
1,317 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.