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

Paladin Advisory 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	$428K	Sell	4,373 -269	-6%	-$28K	0.33%	51
2025 Q4	$495K	Sell	4,642 -74	-2%	-$7.84K	0.36%	50
2025 Q3	$493K	Sell	4,716 -24	-0.5%	-$2.39K	0.38%	45
2025 Q2	$452K	Sell	4,740 -167	-3%	-$14.3K	0.35%	53
2025 Q1	$394K	Buy	4,907 +737	+18%	+$64.3K	0.32%	54
2024 Q4	$367K	Sell	4,170 -95	-2%	-$8.21K	0.28%	62
2024 Q3	$354K	Sell	4,265 -10	-0.2%	-$799	0.26%	66
2024 Q2	$345K	Hold	4,275	–	–	0.27%	61
2024 Q1	$313K	Sell	4,275 -215	-5%	-$15K	0.25%	67
2023 Q4	$292K	Sell	4,490 -727	-14%	-$44.8K	0.24%	68
2023 Q3	$309K	Sell	5,217 -82	-2%	-$5.02K	0.26%	67
2023 Q2	$323K	Sell	5,299 -1,601	-23%	-$91.7K	0.26%	64
2023 Q1	$382K	Buy	+6,900	New	+$365K	0.32%	60
2022 Q2	–	Sell	-1,786	Closed	-$102K	–	484
2022 Q1	$118K	Buy	+1,786	New	+$116K	0.1%	121

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

Paladin Advisory Group's SPYG Position: Q1 2026 in Review

Paladin Advisory Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.8% in Q1 2026, selling an estimated $28K and leaving 4,373 shares worth $428K. The position accounts for 0.33% of the portfolio, ranked #51.

Paladin Advisory Group first reported a position in SPYG in Q1 2022 and has held it in 14 quarters since. The position peaked at $495K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Paladin Advisory Group held 4,373 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $428K as of Q1 2026.
Paladin Advisory Group sold 269 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $28K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.33% of Paladin Advisory Group's portfolio in Q1 2026, its #51 holding.
Paladin Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $495K in Q4 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 Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.