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

IAG Wealth Partners’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 		$10.8M Buy
110,326
+986
+0.9% +$103K 1.21% 26
2025
Q4 		$11.7M Sell
109,340
-3,584
-3% -$380K 1.35% 25
2025
Q3 		$11.8M Sell
112,924
-3,679
-3% -$366K 1.42% 24
2025
Q2 		$11.1M Buy
116,603
+40,779
+54% +$3.5M 1.47% 22
2025
Q1 		$6.09M Buy
75,824
+751
+1% +$65.6K 0.95% 25
2024
Q4 		$6.6M Sell
75,073
-1,486
-2% -$128K 1.16% 23
2024
Q3 		$6.35M Sell
76,559
-6,511
-8% -$520K 1.17% 24
2024
Q2 		$6.66M Sell
83,070
-8,420
-9% -$629K 1.34% 22
2024
Q1 		$6.69M Sell
91,490
-4,741
-5% -$330K 1.44% 20
2023
Q4 		$6.26M Sell
96,231
-3,159
-3% -$195K 1.43% 20
2023
Q3 		$5.89M Sell
99,390
-4,857
-5% -$298K 1.64% 14
2023
Q2 		$6.36M Sell
104,247
-2,810
-3% -$161K 1.68% 14
2023
Q1 		$5.93M Sell
107,057
-10,121
-9% -$536K 1.64% 15
2022
Q4 		$5.94M Buy
117,178
+21,072
+22% +$1.1M 1.75% 14
2022
Q3 		$4.82M Buy
96,106
+6,217
+7% +$350K 1.6% 17
2022
Q2 		$4.7M Buy
89,889
+45,529
+103% +$2.61M 1.54% 16
2022
Q1 		$2.94M Buy
44,360
+1,343
+3% +$87.4K 0.92% 21
2021
Q4 		$3.12M Sell
43,017
-1,525
-3% -$106K 1% 20
2021
Q3 		$2.85M Sell
44,542
-2,456
-5% -$162K 1.01% 20
2021
Q2 		$2.96M Sell
46,998
-2,219
-5% -$133K 1.06% 20
2021
Q1 		$2.78M Sell
49,217
-1,593
-3% -$89.2K 1.06% 20
2020
Q4 		$2.81M Sell
50,810
-3,927
-7% -$206K 1.15% 20
2020
Q3 		$2.74M Sell
54,737
-3,968
-7% -$195K 1.27% 18
2020
Q2 		$2.64M Buy
58,705
+3,198
+6% +$133K 1.28% 16
2020
Q1 		$1.98M Buy
55,507
+3,213
+6% +$132K 1.32% 16
2019
Q4 		$2.19M Buy
+52,294
New +$2.1M 1.43% 12

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

IAG Wealth Partners's SPYG Position: Q1 2026 in Review

IAG Wealth Partners increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.9% in Q1 2026, buying an estimated $103K and bringing the position to 110,326 shares worth $10.8M. The position accounts for 1.21% of the portfolio, ranked #26.

IAG Wealth Partners first reported a position in SPYG in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.8M in Q3 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • IAG Wealth Partners held 110,326 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $10.8M as of Q1 2026.
  • IAG Wealth Partners bought 986 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $103K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.21% of IAG Wealth Partners's portfolio in Q1 2026, its #26 holding.
  • IAG Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $11.8M in Q3 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 IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.