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

PrairieView Wealth Partners’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	$6.3M	Buy	64,390 +247	+0.4%	+$25.7K	5.17%	9
2025 Q4	$6.84M	Buy	64,143 +1,818	+3%	+$193K	6.21%	8
2025 Q3	$6.51M	Buy	62,325 +774	+1%	+$77.1K	6.12%	8
2025 Q2	$5.87M	Buy	61,551 +940	+2%	+$80.6K	6.09%	8
2025 Q1	$4.87M	Sell	60,611 -9,259	-13%	-$808K	5.95%	8
2024 Q4	$6.14M	Sell	69,870 -1,802	-3%	-$156K	6.64%	7
2024 Q3	$5.94M	Sell	71,672 -69,185	-49%	-$5.53M	6.43%	7
2024 Q2	$11.3M	Sell	140,857 -204	-0.1%	-$15.2K	9.62%	5
2024 Q1	$10.3M	Buy	141,061 +3,045	+2%	+$212K	9.36%	6
2023 Q4	$8.98M	Buy	+138,016	New	+$8.51M	8.98%	6

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

PrairieView Wealth Partners's SPYG Position: Q1 2026 in Review

PrairieView Wealth Partners increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.39% in Q1 2026, buying an estimated $25.7K and bringing the position to 64,390 shares worth $6.3M. The position accounts for 5.17% of the portfolio, ranked #9.

PrairieView Wealth Partners first reported a position in SPYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.3M in Q2 2024. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

PrairieView Wealth Partners held 64,390 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $6.3M as of Q1 2026.
PrairieView Wealth Partners bought 247 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $25.7K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 5.17% of PrairieView Wealth Partners's portfolio in Q1 2026, its #9 holding.
PrairieView Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
PrairieView Wealth Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $11.3M in Q2 2024.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on PrairieView Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.