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SPYG icon

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

Bridgewealth Advisory 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 		$13.3M Buy
135,607
+18,078
+15% +$1.88M 2.75% 10
2025
Q4 		$12.5M Sell
117,529
-1,365
-1% -$145K 2.77% 10
2025
Q3 		$12.4M Buy
118,894
+7,148
+6% +$712K 2.88% 9
2025
Q2 		$10.7M Buy
111,746
+92,949
+494% +$7.97M 2.7% 9
2025
Q1 		$1.51M Sell
18,797
-85,726
-82% -$7.48M 1.99% 16
2024
Q4 		$9.63M Buy
104,523
+15,897
+18% +$1.37M 2.72% 9
2024
Q3 		$7.35M Buy
88,626
+7,895
+10% +$631K 2.67% 14
2024
Q2 		$6.47M Buy
80,731
+7,828
+11% +$585K 2.87% 11
2024
Q1 		$5.33M Buy
72,903
+63,071
+641% +$4.39M 2.61% 11
2023
Q4 		$640K Buy
+9,832
New +$606K 0.49% 34

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

Bridgewealth Advisory Group's SPYG Position: Q1 2026 in Review

Bridgewealth Advisory Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 15% in Q1 2026, buying an estimated $1.88M and bringing the position to 135,607 shares worth $13.3M. The position accounts for 2.75% of the portfolio, ranked #10.

Bridgewealth Advisory Group first reported a position in SPYG in Q4 2023 and has held it in 10 quarters since. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Bridgewealth Advisory Group held 135,607 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $13.3M as of Q1 2026.
  • Bridgewealth Advisory Group bought 18,078 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.88M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 2.75% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #10 holding.
  • Bridgewealth Advisory 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.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.