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SPYG icon

Money Concepts Capital’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Money Concepts Capital’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 		$4.33M Buy
44,239
+4,763
+12% +$496K 0.24% 95
2025
Q4 		$4.21M Buy
39,476
+3,329
+9% +$353K 0.24% 90
2025
Q3 		$3.78M Buy
36,147
+3,334
+10% +$332K 0.23% 91
2025
Q2 		$3.13M Sell
32,813
-8,341
-20% -$715K 0.21% 99
2025
Q1 		$3.31M Buy
41,154
+4,541
+12% +$396K 0.25% 88
2024
Q4 		$3.22M Buy
36,613
+291
+0.8% +$25.1K 0.24% 92
2024
Q3 		$3.01M Sell
36,322
-7,327
-17% -$586K 0.23% 100
2024
Q2 		$3.5M Buy
43,649
+3,781
+9% +$282K 0.29% 80
2024
Q1 		$2.92M Buy
39,868
+24,650
+162% +$1.72M 0.27% 98
2023
Q4 		$990K Buy
15,218
+1,622
+12% +$100K 0.09% 210
2023
Q3 		$806K Buy
13,596
+2,551
+23% +$156K 0.08% 211
2023
Q2 		$674K Buy
11,045
+3,022
+38% +$173K 0.07% 228
2023
Q1 		$270K Sell
8,023
-17,525
-69% -$928K 0.02% 368
2022
Q4 		$1.29M Buy
25,548
+15,386
+151% +$801K 0.06% 251
2022
Q3 		$509K Sell
10,162
-421
-4% -$23.7K 0.03% 294
2022
Q2 		$557K Sell
10,583
-13,983
-57% -$802K 0.05% 259
2022
Q1 		$1.63M Sell
24,566
-65,804
-73% -$4.28M 0.09% 223
2021
Q4 		$6.55M Buy
+90,370
New +$6.31M 0.55% 41
2021
Q1 		$1.46M Sell
25,853
-1,159
-4% -$64.9K 0.12% 178
2020
Q4 		$1.49M Buy
+27,012
New +$1.42M 0.14% 149

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

Money Concepts Capital's SPYG Position: Q1 2026 in Review

Money Concepts Capital increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 12% in Q1 2026, buying an estimated $496K and bringing the position to 44,239 shares worth $4.33M. The position accounts for 0.24% of the portfolio, ranked #95.

Money Concepts Capital first reported a position in SPYG in Q4 2020 and has held it in 20 quarters since. The position peaked at $6.55M in Q4 2021. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Money Concepts Capital held 44,239 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.33M as of Q1 2026.
  • Money Concepts Capital bought 4,763 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $496K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.24% of Money Concepts Capital's portfolio in Q1 2026, its #95 holding.
  • Money Concepts Capital first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.55M in Q4 2021.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.