EWA
SPYG icon

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

ERTS Wealth Advisors’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 		$28.1M Sell
287,430
-41,144
-13% -$4.28M 8.95% 5
2025
Q4 		$35.1M Buy
328,574
+1,377
+0.4% +$146K 11.01% 3
2025
Q3 		$34.2M Sell
327,197
-47,491
-13% -$4.73M 11.04% 3
2025
Q2 		$35.7M Sell
374,688
-348,562
-48% -$29.9M 12.32% 2
2025
Q1 		$58.1M Buy
723,250
+179,971
+33% +$15.7M 11.29% 2
2024
Q4 		$47.8M Sell
543,279
-37,895
-7% -$3.27M 9.01% 4
2024
Q3 		$48.2M Sell
581,174
-349,253
-38% -$27.9M 9.02% 4
2024
Q2 		$74.6M Sell
930,427
-53,023
-5% -$3.96M 14.99% 1
2024
Q1 		$71.9M Sell
983,450
-35,316
-3% -$2.46M 14.69% 2
2023
Q4 		$66.3M Buy
1,018,766
+29,335
+3% +$1.81M 14.3% 2
2023
Q3 		$58.7M Buy
989,431
+462,228
+88% +$28.3M 14.12% 2
2023
Q2 		$32.2M Sell
527,203
-30,231
-5% -$1.73M 7.49% 6
2023
Q1 		$30.9M Sell
557,434
-149,673
-21% -$7.93M 7.48% 6
2022
Q4 		$35.8M Sell
707,107
-72,268
-9% -$3.76M 9.29% 3
2022
Q3 		$39M Sell
779,375
-15,875
-2% -$893K 10.96% 2
2022
Q2 		$41.6M Buy
795,250
+50,862
+7% +$2.92M 11.8% 3
2022
Q1 		$49.3M Sell
744,388
-10,097
-1% -$657K 13.8% 2
2021
Q4 		$54.7M Buy
754,485
+591,115
+362% +$41.3M 13.05% 3
2021
Q3 		$14.2M Sell
163,370
-589,679
-78% -$38.9M 3.73% 12
2021
Q2 		$47.4M Buy
753,049
+116,148
+18% +$6.97M 12.83% 2
2021
Q1 		$35.9M Buy
636,901
+179,999
+39% +$10.1M 10.64% 2
2020
Q4 		$25.3M Buy
456,902
+32,884
+8% +$1.73M 8.2% 3
2020
Q3 		$21.2M Sell
424,018
-96,684
-19% -$4.74M 7.99% 4
2020
Q2 		$23.4M Buy
520,702
+17,407
+3% +$723K 9.45% 3
2020
Q1 		$18M Buy
+503,295
New +$20.6M 8.71% 3

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

ERTS Wealth Advisors's SPYG Position: Q1 2026 in Review

ERTS Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 13% in Q1 2026, selling an estimated $4.28M and leaving 287,430 shares worth $28.1M. The position accounts for 8.95% of the portfolio, ranked #5.

ERTS Wealth Advisors first reported a position in SPYG in Q1 2020 and has held it in 25 quarters since. The position peaked at $74.6M in Q2 2024. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • ERTS Wealth Advisors held 287,430 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $28.1M as of Q1 2026.
  • ERTS Wealth Advisors sold 41,144 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $4.28M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 8.95% of ERTS Wealth Advisors's portfolio in Q1 2026, its #5 holding.
  • ERTS Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • ERTS Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $74.6M in Q2 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 ERTS Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.