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

OmniStar Financial Group’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 		– Sell
-9,813
Closed -$1.05M – 135
2025
Q4 		$1.05M Buy
9,813
+150
+2% +$15.9K 0.61% 52
2025
Q3 		$1.01M Buy
9,663
+413
+4% +$41.1K 0.61% 53
2025
Q2 		$882K Sell
9,250
-11
-0.1% -$943 0.66% 47
2025
Q1 		$748K Sell
9,261
-229
-2% -$20K 0.59% 54
2024
Q4 		$836K Buy
9,490
+595
+7% +$51.4K 0.67% 45
2024
Q3 		$740K Buy
8,895
+681
+8% +$54.4K 0.55% 68
2024
Q2 		$658K Buy
8,214
+3,904
+91% +$292K 0.6% 61
2024
Q1 		$315K Buy
+4,310
New +$300K 0.29% 104

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

OmniStar Financial Group's SPYG Position: Q1 2026 in Review

OmniStar Financial Group sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026, closing a stake of 9,813 shares — an estimated $1.05M sold.

OmniStar Financial Group first reported a position in SPYG in Q1 2024 and held it in 8 quarters. The position peaked at $1.05M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • OmniStar Financial Group reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • OmniStar Financial Group sold 9,813 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.05M.
  • OmniStar Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2024 and held it in 8 quarters.
  • OmniStar Financial Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.05M in Q4 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 OmniStar Financial Group's 13F filing for Q1 2026, filed 15 May 2026.