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

Bartlett & Co 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 		$50.8K Sell
450
-150
-25% -$15.6K ﹤0.01% 686
2025
Q4 		$64K Hold
600
– – ﹤0.01% 621
2025
Q3 		$62.7K Hold
600
– – ﹤0.01% 631
2025
Q2 		$57.2K Hold
600
– – ﹤0.01% 634
2025
Q1 		$48.2K Hold
600
– – ﹤0.01% 657
2024
Q4 		$52.7K Hold
600
– – ﹤0.01% 639
2024
Q3 		$49.8K Hold
600
– – ﹤0.01% 658
2024
Q2 		$48.1K Hold
600
– – ﹤0.01% 664
2024
Q1 		$43.9K Buy
+600
New +$41.8K ﹤0.01% 683
2023
Q1 		– Sell
-1,541
Closed -$78.1K – 1101
2022
Q4 		$78.1K Buy
+1,541
New +$80.2K ﹤0.01% 506
2022
Q3 		– Sell
-14
Closed -$732 – 1269
2022
Q2 		$732 Buy
+14
New +$803 ﹤0.01% 1254
2021
Q4 		– Sell
-1,275
Closed -$81.6K – 818
2021
Q3 		$81.6K Buy
1,275
+450
+55% +$29.7K ﹤0.01% 448
2021
Q2 		$52K Hold
825
– – ﹤0.01% 502
2021
Q1 		$46.5K Hold
825
– – ﹤0.01% 548
2020
Q4 		$45.6K Hold
825
– – ﹤0.01% 534
2020
Q3 		$41.3K Buy
+825
New +$40.4K ﹤0.01% 520

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

Bartlett & Co Wealth Management's SPYG Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 25% in Q1 2026, selling an estimated $15.6K and leaving 450 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Bartlett & Co Wealth Management first reported a position in SPYG in Q3 2020 and has held it in 16 quarters since. The position peaked at $81.6K in Q3 2021. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Bartlett & Co Wealth Management held 450 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $50.8K as of Q1 2026.
  • Bartlett & Co Wealth Management sold 150 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $15.6K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #686 holding.
  • Bartlett & Co Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2020 and has held it in 16 quarters since.
  • Bartlett & Co Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $81.6K in Q3 2021.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.