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

Morling 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	$154K	Hold	1,574	–	–	0.05%	79
2025 Q4	$168K	Hold	1,574	–	–	0.05%	76
2025 Q3	$164K	Sell	1,574 -207	-12%	-$20.6K	0.05%	74
2025 Q2	$170K	Hold	1,781	–	–	0.06%	73
2025 Q1	$143K	Hold	1,781	–	–	0.05%	85
2024 Q4	$157K	Hold	1,781	–	–	0.05%	75
2024 Q3	$148K	Hold	1,781	–	–	0.06%	71
2024 Q2	$143K	Hold	1,781	–	–	0.06%	65
2024 Q1	$130K	Hold	1,781	–	–	0.07%	71
2023 Q4	$116K	Hold	1,781	–	–	0.09%	61
2023 Q3	$106K	Hold	1,781	–	–	0.1%	54
2023 Q2	$109K	Buy	1,781 +5	+0.3%	+$286	0.1%	55
2023 Q1	$98.3K	Buy	1,776 +6	+0.3%	+$318	0.11%	60
2022 Q4	$89.7K	Sell	1,770 -10	-0.6%	-$520	0.11%	60
2022 Q3	$89K	Buy	1,780 +5	+0.3%	+$281	0.12%	52
2022 Q2	$93K	Buy	1,775 +4	+0.2%	+$229	0.12%	55
2022 Q1	$117K	Buy	1,771 +3	+0.2%	+$195	0.15%	58
2021 Q4	$128K	Buy	+1,768	New	+$123K	0.12%	51

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

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

Morling Financial Advisors held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 1,574 shares worth $154K. The position accounts for 0.05% of the portfolio, ranked #79.

Morling Financial Advisors first reported a position in SPYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $170K in Q2 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Morling Financial Advisors held 1,574 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $154K as of Q1 2026.
Morling Financial Advisors left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.05% of Morling Financial Advisors's portfolio in Q1 2026, its #79 holding.
Morling Financial Advisors 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.
Morling Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $170K in Q2 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 Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.