IAA
SPYG icon

Independent Advisor Alliance’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Independent Advisor Alliance’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 		$180M Buy
1,841,696
+1,814,783
+6,743% +$189M 1.93% 6
2025
Q4 		$2.87M Buy
26,913
+325
+1% +$34.5K 0.07% 228
2025
Q3 		$2.78M Buy
26,588
+2,272
+9% +$226K 0.07% 230
2025
Q2 		$2.32M Buy
24,316
+5,537
+29% +$475K 0.07% 250
2025
Q1 		$1.51M Sell
18,779
-1,579,331
-99% -$138M 0.05% 296
2024
Q4 		$140M Buy
1,598,110
+1,576,091
+7,158% +$136M 1.86% 5
2024
Q3 		$1.83M Sell
22,019
-2,262
-9% -$181K 0.07% 238
2024
Q2 		$1.95M Buy
24,281
+2,427
+11% +$181K 0.07% 225
2024
Q1 		$1.6M Buy
21,854
+11,566
+112% +$805K 0.06% 249
2023
Q4 		$669K Buy
10,288
+4,051
+65% +$250K 0.02% 375
2023
Q3 		$370K Buy
6,237
+1,098
+21% +$67.3K 0.02% 471
2023
Q2 		$314K Buy
5,139
+9
+0.2% +$516 0.01% 521
2023
Q1 		$284K Buy
5,130
+10
+0.2% +$530 0.01% 528
2022
Q4 		$259K Buy
+5,120
New +$266K 0.09% 124
2020
Q2 		– Sell
-10,207
Closed -$365K – 535
2020
Q1 		$365K Sell
10,207
-33,383
-77% -$1.37M 0.05% 248
2019
Q4 		$1.83M Buy
43,590
+31,459
+259% +$1.26M 0.08% 255
2019
Q3 		$483K Hold
12,131
– – 0.06% 257
2019
Q2 		$0 Buy
12,131
+2,031
+20% +$77.1K ﹤0.01% 475
2019
Q1 		$376K Buy
+10,100
New +$357K 0.05% 269

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

Independent Advisor Alliance's SPYG Position: Q1 2026 in Review

Independent Advisor Alliance increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6,743% in Q1 2026, buying an estimated $189M and bringing the position to 1,841,696 shares worth $180M. The position accounts for 1.93% of the portfolio, ranked #6.

Independent Advisor Alliance first reported a position in SPYG in Q1 2019 and has held it in 19 quarters since. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Independent Advisor Alliance held 1,841,696 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $180M as of Q1 2026.
  • Independent Advisor Alliance bought 1,814,783 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $189M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.93% of Independent Advisor Alliance's portfolio in Q1 2026, its #6 holding.
  • Independent Advisor Alliance first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2019 and has held it in 19 quarters since.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.