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

Empowered Funds’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	$2.01M	Buy	20,527 +10,909	+113%	+$1.14M	0.01%	1104
2025 Q4	$1.03M	Buy	9,618 +6,359	+195%	+$674K	0.02%	634
2025 Q3	$341K	Buy	+3,259	New	+$325K	﹤0.01%	1553
2022 Q1	–	Sell	-171,333	Closed	-$12.4M	–	296
2021 Q4	$12.4M	Buy	+171,333	New	+$12M	1.4%	12
2020 Q4	–	Sell	-17,545	Closed	-$879K	–	214
2020 Q3	$879K	Buy	17,545 +11,785	+205%	+$578K	0.27%	105
2020 Q2	$259K	Buy	+5,760	New	+$239K	0.1%	106

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

Empowered Funds's SPYG Position: Q1 2026 in Review

Empowered Funds increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 113% in Q1 2026, buying an estimated $1.14M and bringing the position to 20,527 shares worth $2.01M. The position accounts for 0.01% of the portfolio, ranked #1104.

Empowered Funds first reported a position in SPYG in Q2 2020 and has held it in 6 quarters since. The position peaked at $12.4M in Q4 2021. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Empowered Funds held 20,527 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.01M as of Q1 2026.
Empowered Funds bought 10,909 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.14M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1104 holding.
Empowered Funds first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and has held it in 6 quarters since.
Empowered Funds's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $12.4M in Q4 2021.
1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.