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Principal Securities’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Principal Securities’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 		$2.16M Sell
22,030
-245,090
-92% -$25.5M 0.03% 467
2025
Q4 		$28.5M Buy
267,120
+12,984
+5% +$1.38M 0.44% 44
2025
Q3 		$26.6M Buy
254,136
+26,756
+12% +$2.66M 0.44% 45
2025
Q2 		$21.7M Sell
227,380
-470,121
-67% -$40.3M 0.41% 46
2025
Q1 		$61.3M Hold
697,501
– – 1.37% 8
2024
Q4 		$61.3M Buy
697,501
+681,859
+4,359% +$58.9M 1.38% 8
2024
Q3 		$1.3M Sell
15,642
-326,592
-95% -$26.1M 0.03% 460
2024
Q2 		$27.4M Buy
342,234
+330,274
+2,761% +$24.7M 0.76% 24
2024
Q1 		$875K Sell
11,960
-901
-7% -$62.7K 0.03% 490
2023
Q4 		$837K Buy
+12,861
New +$793K 0.03% 462

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

Principal Securities's SPYG Position: Q1 2026 in Review

Principal Securities reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 92% in Q1 2026, selling an estimated $25.5M and leaving 22,030 shares worth $2.16M. The position accounts for 0.03% of the portfolio, ranked #467.

Principal Securities first reported a position in SPYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $61.3M in Q1 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Principal Securities held 22,030 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.16M as of Q1 2026.
  • Principal Securities sold 245,090 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $25.5M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Principal Securities's portfolio in Q1 2026, its #467 holding.
  • Principal Securities 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.
  • Principal Securities's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $61.3M in Q1 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 Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.