BWG
PRIV

Beta Wealth Group’s State Street IG Public & Private Credit ETF PRIV Stock Holding History

Beta Wealth Group’s Portfolio PRIV Stock Details PRIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$985K Buy
39,048
+19,228
+97% +$489K 0.41% 45
2025
Q4 		$504K Sell
19,820
-1,473
-7% -$37.6K 0.2% 82
2025
Q3 		$543K Buy
+21,293
New +$537K 0.21% 78

Other funds holding PRIV

TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
AI
Auour Investments Woburn, Massachusetts $318M AUM 11.75% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Beta Wealth Group's PRIV Position: Q1 2026 in Review

Beta Wealth Group increased its State Street IG Public & Private Credit ETF (PRIV) stake by 97% in Q1 2026, buying an estimated $489K and bringing the position to 39,048 shares worth $985K. The position accounts for 0.41% of the portfolio, ranked #45.

Beta Wealth Group first reported a position in PRIV in Q3 2025 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold PRIV as of Q1 2026.

  • Beta Wealth Group held 39,048 shares of State Street IG Public & Private Credit ETF worth $985K as of Q1 2026.
  • Beta Wealth Group bought 19,228 State Street IG Public & Private Credit ETF shares in Q1 2026, an estimated $489K.
  • State Street IG Public & Private Credit ETF made up 0.41% of Beta Wealth Group's portfolio in Q1 2026, its #45 holding.
  • Beta Wealth Group first reported a position in State Street IG Public & Private Credit ETF in Q3 2025 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held State Street IG Public & Private Credit ETF as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.