PWMG
SPYG icon

Prestige Wealth Management Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Prestige Wealth Management 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 		$120K Sell
1,223
-50
-4% -$5.21K 0.02% 192
2025
Q4 		$136K Hold
1,273
– – 0.03% 186
2025
Q3 		$133K Hold
1,273
– – 0.03% 199
2025
Q2 		$121K Buy
1,273
+120
+10% +$10.3K 0.02% 197
2025
Q1 		$92.7K Hold
1,153
– – 0.02% 204
2024
Q4 		$101K Hold
1,153
– – 0.02% 204
2024
Q3 		$95.6K Sell
1,153
-112
-9% -$8.95K 0.02% 197
2024
Q2 		$101K Sell
1,265
-135
-10% -$10.1K 0.02% 175
2024
Q1 		$102K Sell
1,400
-170
-11% -$11.8K 0.02% 198
2023
Q4 		$102K Hold
1,570
– – 0.02% 186
2023
Q3 		$93.1K Hold
1,570
– – 0.02% 187
2023
Q2 		$95.8K Hold
1,570
– – 0.02% 210
2023
Q1 		$86.9K Hold
1,570
– – 0.02% 199
2022
Q4 		$79.6K Hold
1,570
– – 0.02% 213
2022
Q3 		$79K Hold
1,570
– – 0.02% 188
2022
Q2 		$82K Hold
1,570
– – 0.02% 196
2022
Q1 		$104K Hold
1,570
– – 0.03% 181
2021
Q4 		$114K Sell
1,570
-233
-13% -$16.3K 0.03% 186
2021
Q3 		$115K Buy
1,803
+1,570
+674% +$104K 0.03% 179
2021
Q2 		$15K Sell
233
-1,570
-87% -$94.2K ﹤0.01% 400
2021
Q1 		$102K Hold
1,803
– – 0.03% 183
2020
Q4 		$100K Sell
1,803
-480
-21% -$25.2K 0.03% 176
2020
Q3 		$114K Sell
2,283
-7,819
-77% -$383K 0.03% 156
2020
Q2 		$454K Buy
10,102
+230
+2% +$9.55K 0.16% 62
2020
Q1 		$353K Buy
9,872
+520
+6% +$21.3K 0.15% 61
2019
Q4 		$392K Buy
9,352
+50
+0.5% +$2K 0.21% 73
2019
Q3 		$362K Buy
9,302
+61
+0.7% +$2.38K 0.21% 70
2019
Q2 		$357K Sell
9,241
-863
-9% -$32.8K 0.22% 74
2019
Q1 		$376K Buy
10,104
+150
+2% +$5.3K 0.23% 80
2018
Q4 		$324K Buy
+9,954
New +$348K 0.24% 75

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

Prestige Wealth Management Group's SPYG Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.9% in Q1 2026, selling an estimated $5.21K and leaving 1,223 shares worth $120K. The position accounts for 0.02% of the portfolio, ranked #192.

Prestige Wealth Management Group first reported a position in SPYG in Q4 2018 and has held it in 30 quarters since. The position peaked at $454K in Q2 2020. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Prestige Wealth Management Group held 1,223 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $120K as of Q1 2026.
  • Prestige Wealth Management Group sold 50 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $5.21K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Prestige Wealth Management Group's portfolio in Q1 2026, its #192 holding.
  • Prestige Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Prestige Wealth Management Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $454K in Q2 2020.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.