GM Advisory Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

GM Advisory Group’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	$24M	Buy	245,089 +15,168	+7%	+$1.58M	0.92%	28
2025 Q4	$24.5M	Buy	229,921 +30,843	+15%	+$3.27M	0.96%	25
2025 Q3	$20.8M	Buy	199,078 +31,747	+19%	+$3.16M	0.88%	26
2025 Q2	$15.9M	Buy	167,331 +12,660	+8%	+$1.09M	0.79%	28
2025 Q1	$12.4M	Buy	154,671 +20,064	+15%	+$1.75M	0.67%	31
2024 Q4	$11.8M	Buy	134,607 +30,425	+29%	+$2.63M	0.65%	33
2024 Q3	$8.64M	Buy	104,182 +11,839	+13%	+$946K	0.52%	42
2024 Q2	$7.4M	Buy	92,343 +49,992	+118%	+$3.73M	0.48%	42
2024 Q1	$3.1M	Buy	42,351 +1,831	+5%	+$127K	0.22%	56
2023 Q4	$2.64M	Buy	40,520 +8,560	+27%	+$528K	0.2%	55
2023 Q3	$1.89M	Buy	31,960 +1,195	+4%	+$73.2K	0.15%	54
2023 Q2	$1.88M	Buy	30,765 +57	+0.2%	+$3.27K	0.16%	55
2023 Q1	$1.7M	Buy	30,708 +14,852	+94%	+$786K	0.15%	58
2022 Q4	$803K	Buy	15,856 +807	+5%	+$42K	0.09%	82
2022 Q3	$754K	Sell	15,049 -1,610	-10%	-$90.6K	0.09%	78
2022 Q2	$871K	Sell	16,659 -7,210	-30%	-$413K	0.14%	74
2022 Q1	$1.58M	Buy	+23,869	New	+$1.55M	0.19%	67

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

GM Advisory Group's SPYG Position: Q1 2026 in Review

GM Advisory Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.6% in Q1 2026, buying an estimated $1.58M and bringing the position to 245,089 shares worth $24M. The position accounts for 0.92% of the portfolio, ranked #28.

GM Advisory Group first reported a position in SPYG in Q1 2022 and has held it in 17 quarters since. The position peaked at $24.5M in Q4 2025. 1,319 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

GM Advisory Group held 245,089 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $24M as of Q1 2026.
GM Advisory Group bought 15,168 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.58M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.92% of GM Advisory Group's portfolio in Q1 2026, its #28 holding.
GM Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and has held it in 17 quarters since.
GM Advisory Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $24.5M in Q4 2025.
1,319 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.