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

Opal Wealth 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 		$4.36M Buy
44,510
+2,517
+6% +$262K 0.99% 12
2025
Q4 		$4.48M Sell
41,993
-1,264
-3% -$134K 1.17% 14
2025
Q3 		$4.52M Buy
43,257
+1,548
+4% +$154K 1.26% 12
2025
Q2 		$3.98M Buy
41,709
+975
+2% +$83.6K 1.1% 12
2025
Q1 		$3.27M Buy
40,734
+2,835
+7% +$247K 1.01% 15
2024
Q4 		$3.33M Buy
37,899
+3,801
+11% +$328K 1% 18
2024
Q3 		$2.83M Buy
34,098
+224
+0.7% +$17.9K 0.89% 19
2024
Q2 		$2.71M Buy
33,874
+860
+3% +$64.2K 0.87% 18
2024
Q1 		$2.41M Buy
33,014
+1,608
+5% +$112K 0.82% 21
2023
Q4 		$2.04M Buy
31,406
+2,948
+10% +$182K 0.8% 22
2023
Q3 		$1.69M Buy
28,458
+896
+3% +$54.9K 0.99% 15
2023
Q2 		$1.68M Buy
27,562
+1,068
+4% +$61.2K 0.84% 15
2023
Q1 		$1.47M Buy
26,494
+1,391
+6% +$73.7K 0.86% 13
2022
Q4 		$1.27M Buy
25,103
+2,898
+13% +$151K 0.7% 21
2022
Q3 		$1.11M Buy
22,205
+158
+0.7% +$8.89K 0.81% 18
2022
Q2 		$1.15M Sell
22,047
-1,372
-6% -$78.7K 0.76% 20
2022
Q1 		$1.55M Buy
23,419
+1,766
+8% +$115K 1.35% 10
2021
Q4 		$1.57M Buy
21,653
+1,716
+9% +$120K 0.99% 19
2021
Q3 		$1.28M Buy
19,937
+804
+4% +$53.1K 1.23% 13
2021
Q2 		$1.21M Buy
19,133
+1,476
+8% +$88.5K 1.12% 12
2021
Q1 		$996K Buy
17,657
+2,698
+18% +$151K 1.08% 10
2020
Q4 		$827K Buy
+14,959
New +$786K 1.04% 15

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

Opal Wealth Advisors's SPYG Position: Q1 2026 in Review

Opal Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6% in Q1 2026, buying an estimated $262K and bringing the position to 44,510 shares worth $4.36M. The position accounts for 0.99% of the portfolio, ranked #12.

Opal Wealth Advisors first reported a position in SPYG in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.52M in Q3 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Opal Wealth Advisors held 44,510 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.36M as of Q1 2026.
  • Opal Wealth Advisors bought 2,517 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $262K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.99% of Opal Wealth Advisors's portfolio in Q1 2026, its #12 holding.
  • Opal Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Opal Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.52M in Q3 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 Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.