CWM
SPYG icon

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

Connecticut 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 		$207M Buy
2,112,143
+170,020
+9% +$17.7M 8.67% 3
2025
Q4 		$207M Buy
1,942,123
+67,062
+4% +$7.11M 9.01% 3
2025
Q3 		$196M Buy
1,875,061
+151,459
+9% +$15.1M 8.7% 2
2025
Q2 		$164M Buy
1,723,602
+151,693
+10% +$13M 7.82% 2
2025
Q1 		$126M Sell
1,571,909
-2,638,557
-63% -$230M 6.61% 5
2024
Q4 		$275M Buy
4,210,466
+2,782,724
+195% +$240M 13.49% 2
2024
Q3 		$118M Buy
1,427,742
+47,470
+3% +$3.79M 5.73% 5
2024
Q2 		$111M Buy
1,380,272
+9,108
+0.7% +$680K 5.71% 4
2024
Q1 		$100M Buy
1,371,164
+34,871
+3% +$2.43M 5.34% 5
2023
Q4 		$86.9M Sell
1,336,293
-2,772
-0.2% -$171K 4.99% 6
2023
Q3 		$79.4M Buy
1,339,065
+41,045
+3% +$2.51M 5.42% 5
2023
Q2 		$79.2M Buy
1,298,020
+23,175
+2% +$1.33M 5.51% 5
2023
Q1 		$70.6M Buy
1,274,845
+34,822
+3% +$1.84M 5.34% 6
2022
Q4 		$62.8M Buy
1,240,023
+169,083
+16% +$8.8M 5.33% 6
2022
Q3 		$53.7M Buy
1,070,940
+32,315
+3% +$1.82M 5% 7
2022
Q2 		$54.3M Buy
1,038,625
+106,051
+11% +$6.08M 4.75% 7
2022
Q1 		$61.7M Buy
932,574
+298,195
+47% +$19.4M 4.72% 7
2021
Q4 		$46M Buy
634,379
+353,337
+126% +$24.7M 3.57% 7
2021
Q3 		$18M Sell
281,042
-12,968
-4% -$856K 1.57% 18
2021
Q2 		$18.5M Sell
294,010
-158,128
-35% -$9.49M 1.63% 18
2021
Q1 		$22.7M Buy
+452,138
New +$25.3M 2.07% 14
2020
Q4 		– Sell
-311,874
Closed -$15.6M – 211
2020
Q3 		$15.6M Buy
+311,874
New +$15.3M 1.72% 16
2020
Q2 		– Sell
-318,439
Closed -$11.4M – 151
2020
Q1 		$11.4M Sell
318,439
-334,048
-51% -$13.7M 1.7% 16
2019
Q4 		$27.3M Buy
652,487
+39,837
+7% +$1.6M 3.01% 14
2019
Q3 		$23.8M Buy
612,650
+330,150
+117% +$12.9M 2.94% 13
2019
Q2 		$10.9M Buy
+282,500
New +$10.7M 1.35% 17

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

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

Connecticut Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 8.8% in Q1 2026, buying an estimated $17.7M and bringing the position to 2,112,143 shares worth $207M. The position accounts for 8.67% of the portfolio, ranked #3.

Connecticut Wealth Management first reported a position in SPYG in Q2 2019 and has held it in 26 quarters since. The position peaked at $275M in Q4 2024. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Connecticut Wealth Management held 2,112,143 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $207M as of Q1 2026.
  • Connecticut Wealth Management bought 170,020 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $17.7M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 8.67% of Connecticut Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Connecticut Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2019 and has held it in 26 quarters since.
  • Connecticut Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $275M in Q4 2024.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.