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

Balanced Wealth Group’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 		$25.4M Buy
260,288
+4,229
+2% +$440K 9.09% 3
2025
Q4 		$26.8M Buy
256,059
+7,984
+3% +$846K 9.8% 3
2025
Q3 		$23.3M Sell
248,075
-3,575
-1% -$356K 10.24% 3
2025
Q2 		$24.7M Buy
251,650
+10,032
+4% +$860K 10.73% 3
2025
Q1 		$19.3M Sell
241,618
-32,857
-12% -$2.87M 9.35% 3
2024
Q4 		$21.5M Sell
274,475
-13,831
-5% -$1.2M 9.66% 3
2024
Q3 		$20.9M Sell
288,306
-984,519
-77% -$78.7M 9.26% 3
2024
Q2 		$20.8M Sell
1,272,825
-4,734
-0.4% -$354K 9.46% 3
2024
Q1 		$19.3M Buy
1,277,559
+1,165,022
+1,035% +$81.1M 8.61% 3
2023
Q4 		$7.32M Buy
+112,537
New +$6.94M 3.81% 7

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

Balanced Wealth Group's SPYG Position: Q1 2026 in Review

Balanced Wealth Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.7% in Q1 2026, buying an estimated $440K and bringing the position to 260,288 shares worth $25.4M. The position accounts for 9.09% of the portfolio, ranked #3.

Balanced Wealth Group first reported a position in SPYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $26.8M in Q4 2025. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Balanced Wealth Group held 260,288 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $25.4M as of Q1 2026.
  • Balanced Wealth Group bought 4,229 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $440K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 9.09% of Balanced Wealth Group's portfolio in Q1 2026, its #3 holding.
  • Balanced Wealth Group 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.
  • Balanced Wealth Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $26.8M in Q4 2025.
  • 1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Balanced Wealth Group's 13F filing for Q1 2026, filed 23 Apr 2026.