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

Modern 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	$20.4M	Buy	205,461 +4,507	+2%	+$469K	0.35%	75
2025 Q4	$21.4M	Buy	200,954 +4,800	+2%	+$509K	0.39%	64
2025 Q3	$20.5M	Sell	196,154 -7,476	-4%	-$745K	0.41%	65
2025 Q2	$19.4M	Sell	203,630 -73,324	-26%	-$6.29M	0.48%	51
2025 Q1	$22.3M	Buy	276,954 +30,486	+12%	+$2.66M	0.71%	31
2024 Q4	$21.7M	Buy	246,468 +28,310	+13%	+$2.45M	0.81%	28
2024 Q3	$18.1M	Buy	218,158 +8,686	+4%	+$694K	1.11%	18
2024 Q2	$16.8M	Buy	209,472 +161,701	+338%	+$12.1M	1.24%	18
2024 Q1	$3.49M	Buy	47,771 +23,113	+94%	+$1.61M	0.32%	43
2023 Q4	$1.6M	Buy	+24,658	New	+$1.52M	0.2%	46

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Modern Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.2% in Q1 2026, buying an estimated $469K and bringing the position to 205,461 shares worth $20.4M. The position accounts for 0.35% of the portfolio, ranked #75.

Modern Wealth Management first reported a position in SPYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $22.3M in Q1 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Modern Wealth Management held 205,461 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $20.4M as of Q1 2026.
Modern Wealth Management bought 4,507 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $469K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.35% of Modern Wealth Management's portfolio in Q1 2026, its #75 holding.
Modern Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Modern Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $22.3M in Q1 2025.
1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.