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SPYG icon

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

Copia 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 		$47.1K Sell
481
-682
-59% -$71K 0.03% 205
2025
Q4 		$124K Hold
1,163
– – 0.09% 133
2025
Q3 		$122K Sell
1,163
-100
-8% -$9.96K 0.09% 126
2025
Q2 		$120K Buy
1,263
+4
+0.3% +$343 0.1% 113
2025
Q1 		$101K Sell
1,259
-24
-2% -$2.1K 0.09% 121
2024
Q4 		$113K Buy
+1,283
New +$111K 0.11% 107

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

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

Copia Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 59% in Q1 2026, selling an estimated $71K and leaving 481 shares worth $47.1K. The position accounts for 0.03% of the portfolio, ranked #205.

Copia Wealth Management first reported a position in SPYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $124K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Copia Wealth Management held 481 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $47.1K as of Q1 2026.
  • Copia Wealth Management sold 682 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $71K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Copia Wealth Management's portfolio in Q1 2026, its #205 holding.
  • Copia Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Copia Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $124K 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 Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.