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SPYG icon

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

Millington Financial 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 		$16M Sell
141,628
-2,706
-2% -$282K 6.74% 1
2025
Q4 		$15.1M Sell
144,334
-10,355
-7% -$1.1M 6.71% 1
2025
Q3 		$16.2M Sell
154,689
-23,272
-13% -$2.32M 7.84% 1
2025
Q2 		$17.4M Sell
177,961
-17,091
-9% -$1.47M 8.8% 1
2025
Q1 		$15.3M Sell
195,052
-8,578
-4% -$749K 9.38% 1
2024
Q4 		$18.2M Buy
203,630
+3,467
+2% +$300K 10.57% 1
2024
Q3 		$16.6M Buy
200,163
+14,761
+8% +$1.18M 10.35% 1
2024
Q2 		$14.9M Buy
185,402
+3,187
+2% +$238K 10.32% 1
2024
Q1 		$13.3M Buy
182,215
+2,754
+2% +$192K 9.5% 1
2023
Q4 		$11.7M Buy
179,461
+6,551
+4% +$404K 9.35% 1
2023
Q3 		$10.3M Buy
172,910
+8,153
+5% +$499K 9.19% 1
2023
Q2 		$10.1M Sell
164,757
-663
-0.4% -$38K 8.94% 1
2023
Q1 		$9.16M Buy
165,420
+1,910
+1% +$101K 8.47% 1
2022
Q4 		$8.29M Buy
+163,510
New +$8.51M 8.08% 2

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

Millington Financial Advisors's SPYG Position: Q1 2026 in Review

Millington Financial Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.9% in Q1 2026, selling an estimated $282K and leaving 141,628 shares worth $16M. The position accounts for 6.74% of the portfolio, ranked #1.

Millington Financial Advisors first reported a position in SPYG in Q4 2022 and has held it in 14 quarters since. The position peaked at $18.2M in Q4 2024. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Millington Financial Advisors held 141,628 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $16M as of Q1 2026.
  • Millington Financial Advisors sold 2,706 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $282K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 6.74% of Millington Financial Advisors's portfolio in Q1 2026, its #1 holding.
  • Millington Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Millington Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $18.2M in Q4 2024.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Millington Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.