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

Medallion Wealth Advisors’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
-43
Closed -$4.62K – 1149
2025
Q4 		$4.62K Hold
43
– – ﹤0.01% 870
2025
Q3 		$4.52K Hold
43
– – ﹤0.01% 871
2025
Q2 		$4.08K Hold
43
– – ﹤0.01% 867
2025
Q1 		$3.49K Hold
43
– – ﹤0.01% 842
2024
Q4 		$3.79K Buy
+43
New +$3.71K ﹤0.01% 775

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

Medallion Wealth Advisors's SPYG Position: Q1 2026 in Review

Medallion Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026, closing a stake of 43 shares — an estimated $4.62K sold.

Medallion Wealth Advisors first reported a position in SPYG in Q4 2024 and held it in 5 quarters. The position peaked at $4.62K in Q4 2025. 1,317 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Medallion Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 43 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $4.62K.
  • Medallion Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and held it in 5 quarters.
  • Medallion Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.62K in Q4 2025.
  • 1,317 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.