OBWG
SPYG icon

Onyx Bridge Wealth Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Onyx Bridge Wealth 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 		$2.94M Sell
30,035
-1,506
-5% -$157K 0.32% 74
2025
Q4 		$3.37M Sell
31,541
-4,689
-13% -$497K 0.36% 67
2025
Q3 		$3.79M Buy
36,230
+20,245
+127% +$2.02M 0.41% 62
2025
Q2 		$1.52M Sell
15,985
-3,224
-17% -$276K 0.2% 85
2025
Q1 		$1.54M Sell
19,209
-4,623
-19% -$404K 0.22% 84
2024
Q4 		$2.09M Sell
23,832
-1,517
-6% -$131K 0.3% 65
2024
Q3 		$2.1M Sell
25,349
-1,329
-5% -$106K 0.32% 60
2024
Q2 		$2.14M Sell
26,678
-406
-1% -$30.3K 0.35% 54
2024
Q1 		$1.94M Buy
27,084
+858
+3% +$59.7K 0.35% 59
2023
Q4 		$1.71M Sell
26,226
-456
-2% -$28.1K 0.34% 49
2023
Q3 		$1.58M Buy
26,682
+116
+0.4% +$7.11K 0.37% 51
2023
Q2 		$1.62M Buy
26,566
+176
+0.7% +$10.1K 0.39% 52
2023
Q1 		$1.46M Buy
26,390
+287
+1% +$15.2K 0.58% 35
2022
Q4 		$1.32M Buy
+26,103
New +$1.36M 0.54% 27

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

Onyx Bridge Wealth Group's SPYG Position: Q1 2026 in Review

Onyx Bridge Wealth Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.8% in Q1 2026, selling an estimated $157K and leaving 30,035 shares worth $2.94M. The position accounts for 0.32% of the portfolio, ranked #74.

Onyx Bridge Wealth Group first reported a position in SPYG in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.79M in Q3 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Onyx Bridge Wealth Group held 30,035 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.94M as of Q1 2026.
  • Onyx Bridge Wealth Group sold 1,506 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $157K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.32% of Onyx Bridge Wealth Group's portfolio in Q1 2026, its #74 holding.
  • Onyx Bridge Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Onyx Bridge Wealth Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.79M in Q3 2025.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.