GVAG
SPYG icon

Great Valley Advisor Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Great Valley Advisor 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 		$39M Buy
398,159
+64,831
+19% +$6.75M 0.71% 32
2025
Q4 		$35.6M Buy
333,328
+2,819
+0.9% +$299K 0.68% 33
2025
Q3 		$34.5M Buy
330,509
+20,942
+7% +$2.09M 0.69% 30
2025
Q2 		$29.5M Buy
309,567
+19,872
+7% +$1.7M 0.65% 33
2025
Q1 		$23.3M Buy
289,695
+46,660
+19% +$4.07M 0.5% 56
2024
Q4 		$21.4M Buy
243,035
+14,384
+6% +$1.24M 0.48% 50
2024
Q3 		$19M Buy
228,651
+5,621
+3% +$449K 0.47% 55
2024
Q2 		$17.9M Sell
223,030
-8,036
-3% -$600K 0.5% 51
2024
Q1 		$16.9M Buy
231,066
+11,447
+5% +$797K 0.51% 47
2023
Q4 		$14.3M Sell
219,619
-7,837
-3% -$483K 0.5% 53
2023
Q3 		$13.5M Buy
227,456
+7,649
+3% +$469K 0.56% 49
2023
Q2 		$13.4M Sell
219,807
-236,764
-52% -$13.6M 0.56% 45
2023
Q1 		$25.3M Buy
456,571
+38,708
+9% +$2.05M 1.18% 13
2022
Q4 		$21.2M Sell
417,863
-13,195
-3% -$687K 1.08% 15
2022
Q3 		$21.6M Buy
431,058
+80,674
+23% +$4.54M 1.21% 12
2022
Q2 		$18.3M Buy
350,384
+39,041
+13% +$2.24M 1.01% 16
2022
Q1 		$20.8M Buy
311,343
+40,092
+15% +$2.61M 1.21% 12
2021
Q4 		$19.4M Buy
271,251
+7,735
+3% +$540K 1.2% 13
2021
Q3 		$16.9M Buy
263,516
+50,430
+24% +$3.33M 1.16% 18
2021
Q2 		$13.2M Buy
213,086
+63,624
+43% +$3.82M 0.98% 20
2021
Q1 		$8.43M Buy
149,462
+11,070
+8% +$620K 0.81% 25
2020
Q4 		$7.65M Buy
138,392
+34,465
+33% +$1.81M 0.79% 25
2020
Q3 		$5.21M Buy
103,927
+30,611
+42% +$1.5M 0.64% 29
2020
Q2 		$3.29M Buy
73,316
+55,766
+318% +$2.32M 0.54% 49
2020
Q1 		$627K Buy
+17,550
New +$719K 0.17% 155

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

Great Valley Advisor Group's SPYG Position: Q1 2026 in Review

Great Valley Advisor Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 19% in Q1 2026, buying an estimated $6.75M and bringing the position to 398,159 shares worth $39M. The position accounts for 0.71% of the portfolio, ranked #32.

Great Valley Advisor Group first reported a position in SPYG in Q1 2020 and has held it in 25 quarters since. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Great Valley Advisor Group held 398,159 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $39M as of Q1 2026.
  • Great Valley Advisor Group bought 64,831 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $6.75M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.71% of Great Valley Advisor Group's portfolio in Q1 2026, its #32 holding.
  • Great Valley Advisor Group 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.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.