CW
SPYG icon

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

CreativeOne Wealth’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 		$8.84M Sell
90,303
-29,731
-25% -$3.1M 0.21% 89
2025
Q4 		$12.8M Sell
120,034
-5,493
-4% -$582K 0.31% 59
2025
Q3 		$13.1M Buy
125,527
+72,437
+136% +$7.21M 0.32% 59
2025
Q2 		$5.06M Buy
53,090
+20,795
+64% +$1.78M 0.13% 149
2025
Q1 		$2.6M Buy
32,295
+1,704
+6% +$149K 0.08% 248
2024
Q4 		$2.69M Buy
30,591
+17,725
+138% +$1.53M 0.08% 227
2024
Q3 		$1.07M Buy
12,866
+8,518
+196% +$681K 0.04% 414
2024
Q2 		$348K Sell
4,348
-13,473
-76% -$1.01M 0.02% 577
2024
Q1 		$1.3M Buy
17,821
+8,017
+82% +$558K 0.05% 323
2023
Q4 		$638K Buy
9,804
+1,405
+17% +$86.6K 0.04% 320
2023
Q3 		$498K Sell
8,399
-3,650
-30% -$224K 0.04% 339
2023
Q2 		$735K Buy
12,049
+1,289
+12% +$73.8K 0.03% 389
2023
Q1 		$596K Sell
10,760
-268
-2% -$14.2K 0.03% 423
2022
Q4 		$559K Sell
11,028
-400
-4% -$20.8K 0.03% 397
2022
Q3 		$573K Sell
11,428
-895
-7% -$50.4K 0.03% 372
2022
Q2 		$644K Buy
12,323
+1,068
+9% +$61.2K 0.03% 344
2022
Q1 		$745K Buy
11,255
+450
+4% +$29.3K 0.04% 336
2021
Q4 		$783K Sell
10,805
-5,950
-36% -$415K 0.04% 339
2021
Q3 		$1.07M Buy
16,755
+7,577
+83% +$500K 0.06% 261
2021
Q2 		$578K Sell
9,178
-3,443
-27% -$207K 0.04% 355
2021
Q1 		$712K Buy
+12,621
New +$707K 0.05% 258

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

CreativeOne Wealth's SPYG Position: Q1 2026 in Review

CreativeOne Wealth reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 25% in Q1 2026, selling an estimated $3.1M and leaving 90,303 shares worth $8.84M. The position accounts for 0.21% of the portfolio, ranked #89.

CreativeOne Wealth first reported a position in SPYG in Q1 2021 and has held it in 21 quarters since. The position peaked at $13.1M in Q3 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • CreativeOne Wealth held 90,303 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $8.84M as of Q1 2026.
  • CreativeOne Wealth sold 29,731 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $3.1M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.21% of CreativeOne Wealth's portfolio in Q1 2026, its #89 holding.
  • CreativeOne Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • CreativeOne Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $13.1M in Q3 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 CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.