CWM
SPYG icon

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

CarsonAllaria 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 		$23.6M Buy
241,101
+13,807
+6% +$1.44M 11.66% 2
2025
Q4 		$24.3M Buy
227,294
+4,169
+2% +$442K 12.03% 1
2025
Q3 		$23.3M Buy
223,125
+6,784
+3% +$676K 12.13% 1
2025
Q2 		$20.6M Buy
216,341
+6,458
+3% +$554K 11.06% 1
2025
Q1 		$16.9M Buy
209,883
+4,626
+2% +$404K 9.77% 2
2024
Q4 		$18M Buy
205,257
+702
+0.3% +$60.7K 10.33% 2
2024
Q3 		$17M Sell
204,555
-9,024
-4% -$721K 9.73% 2
2024
Q2 		$17.1M Buy
213,579
+1,808
+0.9% +$135K 10.47% 2
2024
Q1 		$15.5M Buy
211,771
+26,886
+15% +$1.87M 9.74% 2
2023
Q4 		$12M Buy
184,885
+7,570
+4% +$467K 8.62% 3
2023
Q3 		$10.5M Buy
177,315
+3,960
+2% +$243K 8.54% 3
2023
Q2 		$10.6M Buy
173,355
+4,521
+3% +$259K 8.32% 3
2023
Q1 		$9.35M Buy
168,834
+4,224
+3% +$224K 7.88% 3
2022
Q4 		$8.34M Buy
164,610
+5,644
+4% +$294K 7.3% 3
2022
Q3 		$7.96M Buy
158,966
+9,971
+7% +$561K 7.4% 2
2022
Q2 		$7.79M Buy
148,995
+9,142
+7% +$524K 7.27% 2
2022
Q1 		$9.26M Buy
139,853
+16,857
+14% +$1.1M 8.29% 2
2021
Q4 		$8.91M Buy
+122,996
New +$8.59M 7.88% 2

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

CarsonAllaria Wealth Management's SPYG Position: Q1 2026 in Review

CarsonAllaria Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.1% in Q1 2026, buying an estimated $1.44M and bringing the position to 241,101 shares worth $23.6M. The position accounts for 11.66% of the portfolio, ranked #2.

CarsonAllaria Wealth Management first reported a position in SPYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $24.3M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • CarsonAllaria Wealth Management held 241,101 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $23.6M as of Q1 2026.
  • CarsonAllaria Wealth Management bought 13,807 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.44M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 11.66% of CarsonAllaria Wealth Management's portfolio in Q1 2026, its #2 holding.
  • CarsonAllaria Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • CarsonAllaria Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $24.3M in Q4 2025.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.