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SPYG icon

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

Centerpoint 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 		$1.15M Sell
11,783
-230
-2% -$24K 0.38% 30
2025
Q4 		$1.28M Sell
12,013
-1,058
-8% -$112K 0.39% 30
2025
Q3 		$1.37M Hold
13,071
– – 0.42% 29
2025
Q2 		$1.25M Hold
13,071
– – 0.42% 29
2025
Q1 		$1.05M Sell
13,071
-1,698
-11% -$148K 0.39% 29
2024
Q4 		$1.3M Sell
14,769
-824
-5% -$71.2K 0.45% 28
2024
Q3 		$1.29M Hold
15,593
– – 0.45% 26
2024
Q2 		$1.25M Sell
15,593
-32
-0.2% -$2.39K 0.45% 28
2024
Q1 		$1.14M Buy
15,625
+707
+5% +$49.2K 0.43% 31
2023
Q4 		$971K Buy
14,918
+555
+4% +$34.2K 0.38% 32
2023
Q3 		$851K Hold
14,363
– – 0.36% 38
2023
Q2 		$876K Sell
14,363
-183
-1% -$10.5K 0.36% 37
2023
Q1 		$805K Hold
14,546
– – 0.35% 40
2022
Q4 		$737K Sell
14,546
-7
-0% -$364 0.35% 39
2022
Q3 		$729K Hold
14,553
– – 0.39% 31
2022
Q2 		$761K Hold
14,553
– – 0.39% 32
2022
Q1 		$964K Sell
14,553
-1,369
-9% -$89.1K 0.44% 28
2021
Q4 		$1.15M Sell
15,922
-832
-5% -$58.1K 0.51% 25
2021
Q3 		$1.07M Sell
16,754
-909
-5% -$60K 0.51% 27
2021
Q2 		$1.11M Sell
17,663
-1,693
-9% -$102K 0.52% 27
2021
Q1 		$1.09M Hold
19,356
– – 0.64% 21
2020
Q4 		$1.07M Sell
19,356
-490
-2% -$25.8K 0.7% 21
2020
Q3 		$994K Sell
19,846
-11,716
-37% -$574K 0.75% 22
2020
Q2 		$1.42M Sell
31,562
-135,672
-81% -$5.63M 1.15% 19
2020
Q1 		$5.98M Sell
167,234
-26,481
-14% -$1.08M 5.94% 7
2019
Q4 		$8.12M Buy
193,715
+820
+0.4% +$32.9K 5.98% 8
2019
Q3 		$7.5M Sell
192,895
-3,624
-2% -$142K 5.97% 8
2019
Q2 		$7.61M Sell
196,519
-794
-0.4% -$30.2K 6.08% 6
2019
Q1 		$7.34M Buy
197,313
+85,639
+77% +$3.03M 6.23% 6
2018
Q4 		$3.63M Buy
+111,674
New +$3.9M 3.44% 10

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

Centerpoint Advisors's SPYG Position: Q1 2026 in Review

Centerpoint Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.9% in Q1 2026, selling an estimated $24K and leaving 11,783 shares worth $1.15M. The position accounts for 0.38% of the portfolio, ranked #30.

Centerpoint Advisors first reported a position in SPYG in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.12M in Q4 2019. 1,317 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Centerpoint Advisors held 11,783 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.15M as of Q1 2026.
  • Centerpoint Advisors sold 230 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $24K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.38% of Centerpoint Advisors's portfolio in Q1 2026, its #30 holding.
  • Centerpoint Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Centerpoint Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $8.12M in Q4 2019.
  • 1,317 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Centerpoint Advisors's 13F filing for Q1 2026, filed 7 May 2026.