MWM
SPYG icon

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

Modera Wealth Management’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 		$4.19M Buy
42,772
+842
+2% +$87.7K 0.05% 194
2025
Q4 		$4.47M Sell
41,930
-824
-2% -$87.3K 0.05% 195
2025
Q3 		$4.47M Sell
42,754
-1,121
-3% -$112K 0.05% 193
2025
Q2 		$4.18M Sell
43,875
-220
-0.5% -$18.9K 0.05% 197
2025
Q1 		$3.54M Sell
44,095
-614
-1% -$53.6K 0.05% 206
2024
Q4 		$3.93M Sell
44,709
-1,250
-3% -$108K 0.05% 197
2024
Q3 		$3.81M Sell
45,959
-1,190
-3% -$95.1K 0.05% 185
2024
Q2 		$3.78M Sell
47,149
-545
-1% -$40.7K 0.06% 180
2024
Q1 		$3.49M Sell
47,694
-3,694
-7% -$257K 0.05% 189
2023
Q4 		$3.34M Sell
51,388
-473
-0.9% -$29.2K 0.06% 184
2023
Q3 		$3.07M Sell
51,861
-5,450
-10% -$334K 0.06% 182
2023
Q2 		$3.5M Buy
57,311
+41,055
+253% +$2.35M 0.06% 182
2023
Q1 		$900K Buy
16,256
+265
+2% +$14K 0.03% 167
2022
Q4 		$810K Sell
15,991
-4,968
-24% -$258K 0.03% 165
2022
Q3 		$1.05M Sell
20,959
-3,124
-13% -$176K 0.05% 130
2022
Q2 		$1.26M Sell
24,083
-1,407
-6% -$80.7K 0.06% 125
2022
Q1 		$1.69M Sell
25,490
-2,484
-9% -$162K 0.07% 111
2021
Q4 		$2.03M Buy
+27,974
New +$1.95M 0.08% 119

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

Modera Wealth Management's SPYG Position: Q1 2026 in Review

Modera Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2% in Q1 2026, buying an estimated $87.7K and bringing the position to 42,772 shares worth $4.19M. The position accounts for 0.05% of the portfolio, ranked #194.

Modera Wealth Management first reported a position in SPYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.47M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Modera Wealth Management held 42,772 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.19M as of Q1 2026.
  • Modera Wealth Management bought 842 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $87.7K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.05% of Modera Wealth Management's portfolio in Q1 2026, its #194 holding.
  • Modera Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Modera Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.47M 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 Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.