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

Pinion Investment 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	$867K	Sell	8,858 -873	-9%	-$90.9K	0.2%	80
2025 Q4	$1.04M	Sell	9,731 -13	-0.1%	-$1.38K	0.25%	61
2025 Q3	$1.04M	Sell	9,744 -71	-0.7%	-$7.07K	0.28%	64
2025 Q2	$936K	Sell	9,815 -12,179	-55%	-$1.04M	0.32%	59
2025 Q1	$1.77M	Buy	21,994 +10,348	+89%	+$903K	0.39%	42
2024 Q4	$1.02M	Sell	11,646 -597	-5%	-$51.6K	0.41%	43
2024 Q3	$1.02M	Sell	12,243 -151	-1%	-$12.1K	0.43%	46
2024 Q2	$993K	Sell	12,394 -5,847	-32%	-$437K	0.49%	38
2024 Q1	$1.33M	Sell	18,241 -1,953	-10%	-$136K	0.69%	27
2023 Q4	$1.31M	Sell	20,194 -268	-1%	-$16.5K	0.79%	22
2023 Q3	$1.21M	Sell	20,462 -30	-0.1%	-$1.84K	0.79%	22
2023 Q2	$1.25M	Sell	20,492 -689	-3%	-$39.5K	0.85%	19
2023 Q1	$1.17M	Sell	21,181 -2,959	-12%	-$157K	1.1%	17
2022 Q4	$1.22M	Buy	+24,140	New	+$1.26M	1.15%	17

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

Pinion Investment Advisors's SPYG Position: Q1 2026 in Review

Pinion Investment Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 9% in Q1 2026, selling an estimated $90.9K and leaving 8,858 shares worth $867K. The position accounts for 0.2% of the portfolio, ranked #80.

Pinion Investment Advisors first reported a position in SPYG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.77M in Q1 2025. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Pinion Investment Advisors held 8,858 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $867K as of Q1 2026.
Pinion Investment Advisors sold 873 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $90.9K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.2% of Pinion Investment Advisors's portfolio in Q1 2026, its #80 holding.
Pinion Investment Advisors 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.
Pinion Investment Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.77M in Q1 2025.
1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.