GSWM
SPYG icon

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

Golden State Wealth 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 		$4.6M Sell
47,017
-27,150
-37% -$2.83M 0.5% 38
2025
Q4 		$7.91M Buy
74,167
+2,605
+4% +$276K 0.84% 23
2025
Q3 		$7.48M Buy
71,562
+5,168
+8% +$515K 0.83% 25
2025
Q2 		$6.33M Sell
66,394
-1,174
-2% -$101K 0.77% 27
2025
Q1 		$5.43M Buy
67,568
+16,159
+31% +$1.41M 0.81% 24
2024
Q4 		$4.52M Buy
+51,409
New +$4.44M 0.68% 27
2022
Q1 		$2.91M Sell
44,946
-340
-0.8% -$22.1K 0.57% 32
2021
Q4 		$3.28M Buy
45,286
+40,235
+797% +$2.81M 0.57% 34
2021
Q3 		$323K Buy
+5,051
New +$334K 0.07% 217
2021
Q1 		– Sell
-19,913
Closed -$1.1M – 234
2020
Q4 		$1.1M Sell
19,913
-559
-3% -$29.4K 0.32% 58
2020
Q3 		$1.03M Sell
20,472
-8,953
-30% -$439K 0.34% 46
2020
Q2 		$1.32M Buy
29,425
+28,629
+3,597% +$1.19M 0.42% 40
2020
Q1 		$28K Buy
+796
New +$32.6K 0.01% 454
2019
Q4 		– Sell
-460
Closed -$18K – 808
2019
Q3 		$18K Sell
460
-1,449
-76% -$56.6K 0.01% 639
2019
Q2 		$73K Buy
1,909
+5
+0.3% +$190 0.02% 387
2019
Q1 		$71K Buy
+1,904
New +$67.3K 0.02% 378

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

Golden State Wealth Management's SPYG Position: Q1 2026 in Review

Golden State Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 37% in Q1 2026, selling an estimated $2.83M and leaving 47,017 shares worth $4.6M. The position accounts for 0.5% of the portfolio, ranked #38.

Golden State Wealth Management first reported a position in SPYG in Q1 2019 and has held it in 16 quarters since. The position peaked at $7.91M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Golden State Wealth Management held 47,017 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.6M as of Q1 2026.
  • Golden State Wealth Management sold 27,150 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $2.83M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.5% of Golden State Wealth Management's portfolio in Q1 2026, its #38 holding.
  • Golden State Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2019 and has held it in 16 quarters since.
  • Golden State Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $7.91M in Q4 2025.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.