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Measured Wealth Private Client Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Measured Wealth Private Client Group’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 		$4.87M Sell
49,724
-5,858
-11% -$610K 1.33% 17
2025
Q4 		$5.93M Sell
55,582
-13,476
-20% -$1.43M 1.57% 15
2025
Q3 		$7.22M Sell
69,058
-1,246
-2% -$124K 1.95% 11
2025
Q2 		$6.7M Sell
70,304
-5,443
-7% -$467K 2.01% 11
2025
Q1 		$6.09M Sell
75,747
-6,272
-8% -$548K 1.95% 12
2024
Q4 		$7.21M Sell
82,019
-34,563
-30% -$2.99M 2.33% 10
2024
Q3 		$9.67M Sell
116,582
-301,969
-72% -$24.1M 3.23% 9
2024
Q2 		$33.5M Sell
418,551
-21,471
-5% -$1.6M 11.78% 1
2024
Q1 		$32.2M Sell
440,022
-13,946
-3% -$971K 11.24% 2
2023
Q4 		$29.5M Sell
453,968
-11,776
-3% -$726K 10.88% 2
2023
Q3 		$27.6M Sell
465,744
-4,044
-0.9% -$248K 11.1% 2
2023
Q2 		$28.7M Sell
469,788
-113,697
-19% -$6.51M 10.89% 2
2023
Q1 		$32.3M Sell
583,485
-3,040
-0.5% -$161K 12.44% 2
2022
Q4 		$29.7M Sell
586,525
-44,685
-7% -$2.33M 12.24% 2
2022
Q3 		$31.6M Sell
631,210
-39,314
-6% -$2.21M 13.97% 1
2022
Q2 		$35.1M Sell
670,524
-24,309
-3% -$1.39M 15.48% 1
2022
Q1 		$46M Buy
694,833
+27,795
+4% +$1.81M 16.91% 1
2021
Q4 		$48.3M Buy
667,038
+54,773
+9% +$3.82M 17.08% 1
2021
Q3 		$39.2M Buy
612,265
+51,692
+9% +$3.41M 15.09% 1
2021
Q2 		$35.3M Buy
560,573
+7,039
+1% +$422K 11.24% 2
2021
Q1 		$31.2M Buy
553,534
+8,101
+1% +$454K 11.07% 2
2020
Q4 		$30.2M Sell
545,433
-6,813
-1% -$358K 12.56% 2
2020
Q3 		$27.7M Sell
552,246
-72,947
-12% -$3.58M 13.39% 2
2020
Q2 		$28.1M Buy
625,193
+128,475
+26% +$5.34M 16.39% 1
2020
Q1 		$17.8M Buy
496,718
+13,010
+3% +$533K 13.82% 2
2019
Q4 		$20.3M Sell
483,708
-93,297
-16% -$3.74M 13.52% 2
2019
Q3 		$22.4M Buy
577,005
+491,727
+577% +$19.2M 14.51% 1
2019
Q2 		$3.3M Buy
+85,278
New +$3.24M 1.91% 9
2018
Q4 		– Sell
-141
Closed -$5K – 617
2018
Q3 		$5K Buy
+141
New +$5.24K ﹤0.01% 700

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

Measured Wealth Private Client Group's SPYG Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 11% in Q1 2026, selling an estimated $610K and leaving 49,724 shares worth $4.87M. The position accounts for 1.33% of the portfolio, ranked #17.

Measured Wealth Private Client Group first reported a position in SPYG in Q3 2018 and has held it in 29 quarters since. The position peaked at $48.3M in Q4 2021. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Measured Wealth Private Client Group held 49,724 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.87M as of Q1 2026.
  • Measured Wealth Private Client Group sold 5,858 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $610K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.33% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #17 holding.
  • Measured Wealth Private Client Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2018 and has held it in 29 quarters since.
  • Measured Wealth Private Client Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $48.3M in Q4 2021.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.