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Insigneo Advisory Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Insigneo Advisory Services’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 		$677K Sell
6,915
-193
-3% -$20.1K 0.05% 297
2025
Q4 		$758K Buy
7,108
+734
+12% +$77.8K 0.05% 267
2025
Q3 		$666K Buy
6,374
+4
+0.1% +$398 0.05% 288
2025
Q2 		$607K Sell
6,370
-169
-3% -$14.5K 0.05% 290
2025
Q1 		$526K Buy
6,539
+736
+13% +$64.3K 0.05% 292
2024
Q4 		$510K Buy
+5,803
New +$501K 0.05% 292

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

Insigneo Advisory Services's SPYG Position: Q1 2026 in Review

Insigneo Advisory Services reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.7% in Q1 2026, selling an estimated $20.1K and leaving 6,915 shares worth $677K. The position accounts for 0.05% of the portfolio, ranked #297.

Insigneo Advisory Services first reported a position in SPYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $758K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Insigneo Advisory Services held 6,915 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $677K as of Q1 2026.
  • Insigneo Advisory Services sold 193 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $20.1K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.05% of Insigneo Advisory Services's portfolio in Q1 2026, its #297 holding.
  • Insigneo Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Insigneo Advisory Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $758K in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.