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
2023 Q1	–	Sell	-6,891	Closed	-$349K	–	466
2022 Q4	$349K	Sell	6,891 -784	-10%	-$40.8K	0.3%	64
2022 Q3	$384K	Buy	7,675 +1,338	+21%	+$75.3K	0.35%	56
2022 Q2	$331K	Buy	+6,337	New	+$363K	0.28%	60
2022 Q1	–	Sell	-2,352	Closed	-$170K	–	482
2021 Q4	$170K	Buy	+2,352	New	+$164K	0.14%	106

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.