BWA
SPYG icon

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

Boulder Wealth Advisors’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 		$3.26M Sell
33,339
-10,877
-25% -$1.13M 1.3% 15
2025
Q4 		$4.72M Buy
44,216
+2,437
+6% +$258K 1.99% 11
2025
Q3 		$4.37M Buy
+41,779
New +$4.16M 2.03% 10
2025
Q1 		$3.34M Buy
41,549
+1,221
+3% +$107K 1.94% 10
2024
Q4 		$3.54M Buy
40,328
+2,376
+6% +$205K 1.83% 11
2024
Q3 		$3.15M Buy
37,952
+2,731
+8% +$218K 1.71% 11
2024
Q2 		$2.82M Buy
35,221
+2,336
+7% +$174K 1.65% 9
2024
Q1 		$2.41M Buy
+32,885
New +$2.29M 1.49% 9
2022
Q4 		$10.9M Buy
+215,018
New +$11.2M 9.75% 5

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

Boulder Wealth Advisors's SPYG Position: Q1 2026 in Review

Boulder Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 25% in Q1 2026, selling an estimated $1.13M and leaving 33,339 shares worth $3.26M. The position accounts for 1.3% of the portfolio, ranked #15.

Boulder Wealth Advisors first reported a position in SPYG in Q4 2022 and has held it in 9 quarters since. The position peaked at $10.9M in Q4 2022. 1,317 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Boulder Wealth Advisors held 33,339 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.26M as of Q1 2026.
  • Boulder Wealth Advisors sold 10,877 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.13M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.3% of Boulder Wealth Advisors's portfolio in Q1 2026, its #15 holding.
  • Boulder Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 9 quarters since.
  • Boulder Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $10.9M in Q4 2022.
  • 1,317 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Boulder Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.