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

GeoWealth 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 		$775K Buy
7,920
+2,759
+53% +$287K 0.03% 365
2025
Q4 		$551K Sell
5,161
-383
-7% -$40.6K 0.02% 413
2025
Q3 		$579K Buy
5,544
+3,469
+167% +$345K 0.02% 415
2025
Q2 		$198K Sell
2,075
-11,211
-84% -$961K 0.01% 664
2025
Q1 		$1.07M Sell
13,286
-81,481
-86% -$7.11M 0.04% 245
2024
Q4 		$8.33M Sell
94,767
-130,811
-58% -$11.3M 0.27% 62
2024
Q3 		$18.7M Buy
225,578
+147,012
+187% +$11.8M 0.66% 29
2024
Q2 		$6.3M Sell
78,566
-93,556
-54% -$6.99M 0.27% 53
2024
Q1 		$12.6M Buy
172,122
+168,236
+4,329% +$11.7M 0.49% 43
2023
Q4 		$252K Buy
3,886
+3,847
+9,864% +$237K 0.02% 454
2023
Q3 		$2K Sell
39
-13,739
-100% -$842K ﹤0.01% 475
2023
Q2 		$841K Buy
13,778
+3,760
+38% +$215K 0.09% 130
2023
Q1 		$554K Buy
10,018
+9,660
+2,698% +$512K 0.06% 124
2022
Q4 		$18K Sell
358
-8,235
-96% -$428K ﹤0.01% 324
2022
Q3 		$432K Buy
8,593
+493
+6% +$27.7K 0.05% 180
2022
Q2 		$425K Sell
8,100
-118,007
-94% -$6.77M 0.06% 172
2022
Q1 		$8.35M Sell
126,107
-56,034
-31% -$3.65M 0.73% 40
2021
Q4 		$13.2M Buy
182,141
+79,180
+77% +$5.53M 1.08% 23
2021
Q3 		$6.59M Buy
+102,961
New +$6.8M 0.54% 59
2021
Q1 		– Sell
-39,936
Closed -$2.21M – 238
2020
Q4 		$2.21M Sell
39,936
-4,777
-11% -$251K 0.35% 77
2020
Q3 		$2.24M Buy
44,713
+7,406
+20% +$363K 0.68% 51
2020
Q2 		$1.68M Buy
37,307
+29,629
+386% +$1.23M 0.69% 43
2020
Q1 		$274K Buy
+7,678
New +$314K 0.19% 74

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

GeoWealth Management's SPYG Position: Q1 2026 in Review

GeoWealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 53% in Q1 2026, buying an estimated $287K and bringing the position to 7,920 shares worth $775K. The position accounts for 0.03% of the portfolio, ranked #365.

GeoWealth Management first reported a position in SPYG in Q1 2020 and has held it in 23 quarters since. The position peaked at $18.7M in Q3 2024. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • GeoWealth Management held 7,920 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $775K as of Q1 2026.
  • GeoWealth Management bought 2,759 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $287K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of GeoWealth Management's portfolio in Q1 2026, its #365 holding.
  • GeoWealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and has held it in 23 quarters since.
  • GeoWealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $18.7M in Q3 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 GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.