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SPYG icon

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

Integrated Wealth Concepts’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 		$105M Buy
1,073,283
+282,259
+36% +$29.4M 0.84% 17
2025
Q4 		$84.4M Sell
791,024
-188,554
-19% -$20M 1% 16
2025
Q3 		$102M Buy
979,578
+24,588
+3% +$2.45M 0.92% 15
2025
Q2 		$91M Buy
954,990
+15,400
+2% +$1.32M 0.91% 15
2025
Q1 		$75.5M Buy
939,590
+66,412
+8% +$5.8M 0.88% 15
2024
Q4 		$76.8M Buy
873,178
+241,523
+38% +$20.9M 0.89% 16
2024
Q3 		$52.4M Sell
631,655
-72,297
-10% -$5.78M 0.64% 28
2024
Q2 		$56.4M Buy
703,952
+112,979
+19% +$8.44M 0.77% 16
2024
Q1 		$43.2M Buy
590,973
+111,839
+23% +$7.78M 0.63% 27
2023
Q4 		$31.2M Buy
479,134
+3,863
+0.8% +$238K 0.51% 32
2023
Q3 		$28.2M Buy
475,271
+161,181
+51% +$9.87M 0.5% 30
2023
Q2 		$19.2M Buy
314,090
+144,509
+85% +$8.28M 0.33% 68
2023
Q1 		$9.39M Buy
169,581
+148,281
+696% +$7.85M 0.19% 121
2022
Q4 		$1.08M Buy
21,300
+1,462
+7% +$76.1K 0.03% 455
2022
Q3 		$994K Buy
19,838
+521
+3% +$29.3K 0.03% 427
2022
Q2 		$1.01M Buy
19,317
+2,451
+15% +$141K 0.03% 427
2022
Q1 		$1.12M Sell
16,866
-31,014
-65% -$2.02M 0.03% 370
2021
Q4 		$3.47M Buy
47,880
+1,626
+4% +$114K 0.1% 172
2021
Q3 		$2.96M Buy
46,254
+29,884
+183% +$1.97M 0.1% 183
2021
Q2 		$1.03M Buy
16,370
+8,945
+120% +$537K 0.04% 350
2021
Q1 		$419K Sell
7,425
-645
-8% -$36.1K 0.02% 517
2020
Q4 		$446K Sell
8,070
-10,488
-57% -$551K 0.02% 437
2020
Q3 		$930K Buy
18,558
+2,903
+19% +$142K 0.06% 227
2020
Q2 		$703K Buy
+15,655
New +$650K 0.05% 221

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

Integrated Wealth Concepts's SPYG Position: Q1 2026 in Review

Integrated Wealth Concepts increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 36% in Q1 2026, buying an estimated $29.4M and bringing the position to 1,073,283 shares worth $105M. The position accounts for 0.84% of the portfolio, ranked #17.

Integrated Wealth Concepts first reported a position in SPYG in Q2 2020 and has held it in 24 quarters since. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Integrated Wealth Concepts held 1,073,283 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $105M as of Q1 2026.
  • Integrated Wealth Concepts bought 282,259 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $29.4M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.84% of Integrated Wealth Concepts's portfolio in Q1 2026, its #17 holding.
  • Integrated Wealth Concepts first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and has held it in 24 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 Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.