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

Independent Solutions 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 		– Sell
-2,113
Closed -$225K – 196
2025
Q4 		$225K Hold
2,113
– – 0.04% 156
2025
Q3 		$221K Sell
2,113
-126
-6% -$12.5K 0.04% 165
2025
Q2 		$213K Buy
+2,239
New +$192K 0.04% 171
2024
Q1 		– Sell
-3,119
Closed -$203K – 178
2023
Q4 		$203K Sell
3,119
-320
-9% -$19.7K 0.05% 162
2023
Q3 		$204K Sell
3,439
-10,013
-74% -$613K 0.05% 192
2023
Q2 		$821K Sell
13,452
-208
-2% -$11.9K 0.21% 104
2023
Q1 		$756K Sell
13,660
-1,034
-7% -$54.8K 0.22% 96
2022
Q4 		$745K Sell
14,694
-1,358
-8% -$70.7K 0.23% 97
2022
Q3 		$804K Buy
16,052
+5,300
+49% +$298K 0.26% 88
2022
Q2 		$562K Sell
10,752
-82
-0.8% -$4.7K 0.18% 109
2022
Q1 		$717K Sell
10,834
-911
-8% -$59.3K 0.17% 104
2021
Q4 		$851K Buy
11,745
+595
+5% +$41.5K 0.2% 102
2021
Q3 		$714K Sell
11,150
-473
-4% -$31.2K 0.18% 107
2021
Q2 		$732K Buy
11,623
+1,037
+10% +$62.2K 0.18% 109
2021
Q1 		$597K Sell
10,586
-2,236
-17% -$125K 0.16% 106
2020
Q4 		$709K Sell
12,822
-803
-6% -$42.2K 0.22% 87
2020
Q3 		$683K Sell
13,625
-992
-7% -$48.6K 0.26% 80
2020
Q2 		$657K Sell
14,617
-509
-3% -$21.1K 0.28% 70
2020
Q1 		$541K Buy
15,126
+246
+2% +$10.1K 0.3% 66
2019
Q4 		$624K Buy
+14,880
New +$596K 0.28% 75

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 Solutions Wealth Management's SPYG Position: Q1 2026 in Review

Independent Solutions Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026, closing a stake of 2,113 shares — an estimated $225K sold.

Independent Solutions Wealth Management first reported a position in SPYG in Q4 2019 and held it in 20 quarters. The position peaked at $851K in Q4 2021. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Independent Solutions Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 2,113 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $225K.
  • Independent Solutions Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and held it in 20 quarters.
  • Independent Solutions Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $851K in Q4 2021.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.