MGIA
SPYG icon

Moneta Group Investment Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Moneta Group Investment 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 		$20.2M Buy
206,273
+14,869
+8% +$1.55M 0.15% 75
2025
Q4 		$20.4M Sell
191,404
-4,690
-2% -$497K 0.15% 71
2025
Q3 		$20.5M Buy
196,094
+170,048
+653% +$16.9M 0.16% 67
2025
Q2 		$2.48M Buy
26,046
+3,642
+16% +$312K 0.03% 205
2025
Q1 		$1.8M Buy
22,404
+3,149
+16% +$275K 0.02% 221
2024
Q4 		$1.69M Buy
19,255
+527
+3% +$45.5K 0.02% 226
2024
Q3 		$1.55M Buy
18,728
+4,191
+29% +$335K 0.02% 228
2024
Q2 		$1.16M Sell
14,537
-358
-2% -$26.7K 0.02% 253
2024
Q1 		$1.09M Sell
14,895
-3,474
-19% -$242K 0.02% 261
2023
Q4 		$1.2M Buy
18,369
+4,602
+33% +$284K 0.02% 216
2023
Q3 		$816K Sell
13,767
-586
-4% -$35.9K 0.02% 249
2023
Q2 		$876K Sell
14,353
-155
-1% -$8.88K 0.02% 243
2023
Q1 		$803K Buy
14,508
+1,079
+8% +$57.1K 0.02% 240
2022
Q4 		$719K Sell
13,429
-1,062
-7% -$55.3K 0.02% 247
2022
Q3 		$726K Sell
14,491
-1,844
-11% -$104K 0.03% 217
2022
Q2 		$854K Buy
16,335
+356
+2% +$20.4K 0.03% 226
2022
Q1 		$1.06M Sell
15,979
-2,015
-11% -$131K 0.04% 195
2021
Q4 		$1.3M Sell
17,994
-610
-3% -$42.6K 0.05% 172
2021
Q3 		$1.19M Buy
18,604
+55
+0.3% +$3.63K 0.05% 175
2021
Q2 		$1.17M Sell
18,549
-511
-3% -$30.7K 0.05% 180
2021
Q1 		$1.07M Sell
19,060
-727
-4% -$40.7K 0.06% 170
2020
Q4 		$1.09M Sell
19,787
-169
-0.8% -$8.88K 0.08% 138
2020
Q3 		$1M Sell
19,956
-4,376
-18% -$214K 0.09% 122
2020
Q2 		$1.09M Sell
24,332
-4,291
-15% -$178K 0.1% 108
2020
Q1 		$1.02M Sell
28,623
-19,194
-40% -$786K 0.11% 106
2019
Q4 		$2M Buy
47,817
+16
+0% +$641 0.17% 88
2019
Q3 		$1.86M Sell
47,801
-2,057
-4% -$80.4K 0.17% 89
2019
Q2 		$1.93M Sell
49,858
-103,112
-67% -$3.92M 0.19% 79
2019
Q1 		$5.69M Sell
152,970
-76
-0% -$2.69K 0.59% 32
2018
Q4 		$4.97M Buy
153,046
+11,643
+8% +$407K 0.59% 36
2018
Q3 		$5.41M Buy
141,403
+131,571
+1,338% +$4.89M 0.55% 35
2018
Q2 		$345K Buy
+9,832
New +$341K 0.04% 198

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

Moneta Group Investment Advisors's SPYG Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 7.8% in Q1 2026, buying an estimated $1.55M and bringing the position to 206,273 shares worth $20.2M. The position accounts for 0.15% of the portfolio, ranked #75.

Moneta Group Investment Advisors first reported a position in SPYG in Q2 2018 and has held it in 32 quarters since. The position peaked at $20.5M in Q3 2025. 1,317 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Moneta Group Investment Advisors held 206,273 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $20.2M as of Q1 2026.
  • Moneta Group Investment Advisors bought 14,869 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.55M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.15% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #75 holding.
  • Moneta Group Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2018 and has held it in 32 quarters since.
  • Moneta Group Investment Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $20.5M in Q3 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 Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.