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

Concord Wealth Partners’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	$22.1M	Buy	225,580 +6,315	+3%	+$658K	2.87%	8
2025 Q4	$23.4M	Buy	219,265 +4,829	+2%	+$512K	3.04%	8
2025 Q3	$22.4M	Buy	214,436 +83,514	+64%	+$8.32M	3.09%	8
2025 Q2	$12.5M	Sell	130,922 -7,897	-6%	-$677K	1.82%	10
2025 Q1	$11.2M	Buy	138,819 +1,304	+0.9%	+$114K	1.83%	11
2024 Q4	$12.1M	Sell	137,515 -6,181	-4%	-$534K	1.98%	11
2024 Q3	$11.9M	Sell	143,696 -7,572	-5%	-$605K	1.99%	12
2024 Q2	$12.1M	Sell	151,268 -7,688	-5%	-$574K	2.14%	11
2024 Q1	$11.6M	Sell	158,956 -19,580	-11%	-$1.36M	2.09%	11
2023 Q4	$11.6M	Sell	178,536 -57,795	-24%	-$3.56M	2.33%	10
2023 Q3	$14M	Sell	236,331 -30,472	-11%	-$1.87M	2.98%	7
2023 Q2	$16.3M	Sell	266,803 -25,922	-9%	-$1.48M	3.51%	5
2023 Q1	$16.2M	Sell	292,725 -479	-0.2%	-$25.4K	4.6%	4
2022 Q4	$14.9M	Buy	293,204 +57,968	+25%	+$3.02M	4.47%	3
2022 Q3	$11.8M	Buy	235,236 +96,581	+70%	+$5.43M	3.74%	8
2022 Q2	$7.25M	Buy	138,655 +28,906	+26%	+$1.66M	1.99%	13
2022 Q1	$7.27M	Buy	109,749 +58,384	+114%	+$3.8M	1.88%	11
2021 Q4	$3.72M	Buy	+51,365	New	+$3.59M	0.91%	18

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Concord Wealth Partners's SPYG Position: Q1 2026 in Review

Concord Wealth Partners increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.9% in Q1 2026, buying an estimated $658K and bringing the position to 225,580 shares worth $22.1M. The position accounts for 2.87% of the portfolio, ranked #8.

Concord Wealth Partners first reported a position in SPYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $23.4M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Concord Wealth Partners held 225,580 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $22.1M as of Q1 2026.
Concord Wealth Partners bought 6,315 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $658K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 2.87% of Concord Wealth Partners's portfolio in Q1 2026, its #8 holding.
Concord Wealth Partners 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.
Concord Wealth Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $23.4M 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 Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.