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

Heritage 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	$59.1K	Buy	604 +381	+171%	+$39.7K	﹤0.01%	304
2025 Q4	$23.8K	Hold	223	–	–	﹤0.01%	388
2025 Q3	$23.3K	Buy	+223	New	+$22.2K	﹤0.01%	364
2023 Q2	–	Sell	-1,182	Closed	-$65.4K	–	587
2023 Q1	$65.4K	Sell	1,182 -1,413	-54%	-$74.8K	﹤0.01%	290
2022 Q4	$131K	Buy	+2,595	New	+$135K	0.01%	241

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

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

Heritage Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 171% in Q1 2026, buying an estimated $39.7K and bringing the position to 604 shares worth $59.1K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Heritage Wealth Advisors first reported a position in SPYG in Q4 2022 and has held it in 5 quarters since. The position peaked at $131K in Q4 2022. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Heritage Wealth Advisors held 604 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $59.1K as of Q1 2026.
Heritage Wealth Advisors bought 381 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $39.7K.
State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #304 holding.
Heritage Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 5 quarters since.
Heritage Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $131K in Q4 2022.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.