CF
SPYG icon

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

Convergence Financial’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 		$49.4M Sell
499,430
-43,260
-8% -$4.5M 5.23% 6
2025
Q4 		$57.9M Buy
542,690
+1,155
+0.2% +$122K 8.45% 1
2025
Q3 		$56.6M Buy
541,535
+116,717
+27% +$11.6M 8.5% 1
2025
Q2 		$40.5M Buy
424,818
+14,678
+4% +$1.26M 6.96% 1
2025
Q1 		$33M Sell
410,140
-1,790
-0.4% -$156K 6.47% 2
2024
Q4 		$36.2M Sell
411,930
-1,293
-0.3% -$112K 7.22% 1
2024
Q3 		$34.3M Buy
413,223
+31,730
+8% +$2.54M 7.28% 3
2024
Q2 		$30.6M Buy
381,493
+30,737
+9% +$2.3M 8.08% 2
2024
Q1 		$25.7M Buy
350,756
+987
+0.3% +$68.7K 10.59% 2
2023
Q4 		$22.8M Buy
349,769
+36,869
+12% +$2.27M 10.16% 3
2023
Q3 		$18.5M Buy
312,900
+3,399
+1% +$208K 11.01% 1
2023
Q2 		$18.9M Buy
309,501
+15,321
+5% +$878K 11.61% 3
2023
Q1 		$16.3M Buy
294,180
+20,978
+8% +$1.11M 12% 2
2022
Q4 		$13.8M Buy
273,202
+18,208
+7% +$947K 12.26% 5
2022
Q3 		$12.8M Sell
254,994
-2,711
-1% -$153K 14.01% 4
2022
Q2 		$13.5M Buy
257,705
+71,651
+39% +$4.11M 13.92% 4
2022
Q1 		$12.3M Buy
186,054
+12,932
+7% +$842K 13.21% 6
2021
Q4 		$12.5M Buy
+173,122
New +$12.1M 13.04% 5

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

Convergence Financial's SPYG Position: Q1 2026 in Review

Convergence Financial reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 8% in Q1 2026, selling an estimated $4.5M and leaving 499,430 shares worth $49.4M. The position accounts for 5.23% of the portfolio, ranked #6.

Convergence Financial first reported a position in SPYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $57.9M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Convergence Financial held 499,430 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $49.4M as of Q1 2026.
  • Convergence Financial sold 43,260 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $4.5M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 5.23% of Convergence Financial's portfolio in Q1 2026, its #6 holding.
  • Convergence Financial 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.
  • Convergence Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $57.9M in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.