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SPYG icon

NWAM LLC’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

NWAM LLC’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 		$492K Buy
5,021
+766
+18% +$79.8K 0.03% 409
2025
Q4 		$457K Buy
4,255
+3
+0.1% +$318 0.03% 411
2025
Q3 		$446K Buy
4,252
+33
+0.8% +$3.29K 0.02% 437
2025
Q2 		$413K Buy
4,219
+1,061
+34% +$91K 0.02% 436
2025
Q1 		$254K Sell
3,158
-371
-11% -$32.4K 0.02% 435
2024
Q4 		$310K Buy
3,529
+230
+7% +$19.9K 0.02% 475
2024
Q3 		$274K Buy
+3,299
New +$264K 0.02% 520
2024
Q2 		– Sell
-12,645
Closed -$926K – 479
2024
Q1 		$926K Sell
12,645
-504
-4% -$35.1K 0.07% 238
2023
Q4 		$855K Sell
13,149
-1,101
-8% -$67.9K 0.07% 249
2023
Q3 		$845K Buy
14,250
+8,312
+140% +$509K 0.09% 211
2023
Q2 		$362K Buy
+5,938
New +$340K 0.03% 380

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

NWAM LLC's SPYG Position: Q1 2026 in Review

NWAM LLC increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 18% in Q1 2026, buying an estimated $79.8K and bringing the position to 5,021 shares worth $492K. The position accounts for 0.03% of the portfolio, ranked #409.

NWAM LLC first reported a position in SPYG in Q2 2023 and has held it in 11 quarters since. The position peaked at $926K in Q1 2024. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • NWAM LLC held 5,021 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $492K as of Q1 2026.
  • NWAM LLC bought 766 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $79.8K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of NWAM LLC's portfolio in Q1 2026, its #409 holding.
  • NWAM LLC first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and has held it in 11 quarters since.
  • NWAM LLC's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $926K in Q1 2024.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.