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

Axxcess 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 		$8.93M Sell
91,206
-13,634
-13% -$1.42M 0.29% 81
2025
Q4 		$11.2M Buy
104,840
+50,093
+91% +$5.31M 0.19% 103
2025
Q3 		$5.72M Buy
54,747
+31,756
+138% +$3.16M 0.12% 146
2025
Q2 		$2.19M Buy
22,991
+9,266
+68% +$794K 0.05% 272
2025
Q1 		$1.1M Sell
13,725
-33,572
-71% -$2.93M 0.03% 369
2024
Q4 		$4.16M Buy
47,297
+42,094
+809% +$3.64M 0.1% 155
2024
Q3 		$432K Sell
5,203
-37,370
-88% -$2.99M 0.01% 583
2024
Q2 		$3.41M Buy
+42,573
New +$3.18M 0.09% 179
2023
Q3 		– Sell
-23,395
Closed -$1.43M – 839
2023
Q2 		$1.43M Hold
23,395
– – 0.1% 178
2023
Q1 		$1.3M Sell
23,395
-5,302
-18% -$281K 0.1% 193
2022
Q4 		$1.45M Buy
28,697
+22,022
+330% +$1.15M 0.12% 168
2022
Q3 		$334K Buy
+6,675
New +$376K 0.03% 382
2022
Q2 		– Sell
-10,720
Closed -$709K – 656
2022
Q1 		$709K Buy
10,720
+1,695
+19% +$110K 0.06% 288
2021
Q4 		$654K Buy
+9,025
New +$630K 0.05% 302

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

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

Axxcess Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 13% in Q1 2026, selling an estimated $1.42M and leaving 91,206 shares worth $8.93M. The position accounts for 0.29% of the portfolio, ranked #81.

Axxcess Wealth Management first reported a position in SPYG in Q4 2021 and has held it in 14 quarters since. The position peaked at $11.2M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Axxcess Wealth Management held 91,206 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $8.93M as of Q1 2026.
  • Axxcess Wealth Management sold 13,634 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.42M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.29% of Axxcess Wealth Management's portfolio in Q1 2026, its #81 holding.
  • Axxcess Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 14 quarters since.
  • Axxcess Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $11.2M in Q4 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 Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.