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

Badgley Phelps Wealth Managers’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	$281K	Sell	2,866 -1,260	-31%	-$131K	0.01%	288
2025 Q4	$440K	Buy	+4,126	New	+$437K	0.01%	251

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

Badgley Phelps Wealth Managers's SPYG Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 31% in Q1 2026, selling an estimated $131K and leaving 2,866 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #288.

Badgley Phelps Wealth Managers first reported a position in SPYG in Q4 2025 and has held it in 2 quarters since. The position peaked at $440K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Badgley Phelps Wealth Managers held 2,866 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $281K as of Q1 2026.
Badgley Phelps Wealth Managers sold 1,260 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $131K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #288 holding.
Badgley Phelps Wealth Managers first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 2 quarters since.
Badgley Phelps Wealth Managers's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $440K 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 Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.