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

Exencial 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	$908K	Sell	9,279 -11	-0.1%	-$1.15K	0.03%	308
2025 Q4	$991K	Buy	9,290 +1,649	+22%	+$175K	0.03%	294
2025 Q3	$799K	Sell	7,641 -37	-0.5%	-$3.69K	0.03%	318
2025 Q2	$732K	Sell	7,678 -49	-0.6%	-$4.2K	0.03%	326
2025 Q1	$621K	Buy	7,727 +38	+0.5%	+$3.32K	0.02%	343
2024 Q4	$676K	Sell	7,689 -1	-0%	-$86	0.02%	331
2024 Q3	$638K	Sell	7,690 -273	-3%	-$21.8K	0.02%	326
2024 Q2	$638K	Buy	+7,963	New	+$595K	0.02%	321

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

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

Exencial Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.12% in Q1 2026, selling an estimated $1.15K and leaving 9,279 shares worth $908K. The position accounts for 0.03% of the portfolio, ranked #308.

Exencial Wealth Advisors first reported a position in SPYG in Q2 2024 and has held it in 8 quarters since. The position peaked at $991K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Exencial Wealth Advisors held 9,279 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $908K as of Q1 2026.
Exencial Wealth Advisors sold 11 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.15K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Exencial Wealth Advisors's portfolio in Q1 2026, its #308 holding.
Exencial Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Exencial Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $991K 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 Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.