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

Principle 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
Q2 		$857K Buy
7,201
+25
+0.3% +$2.86K 0.04% 199
2026
Q1 		$703K Hold
7,176
– – 0.04% 204
2025
Q4 		$766K Hold
7,176
– – 0.04% 190
2025
Q3 		$750K Sell
7,176
-101
-1% -$10.1K 0.04% 187
2025
Q2 		$694K Hold
7,277
– – 0.04% 193
2025
Q1 		$585K Hold
7,277
– – 0.04% 208
2024
Q4 		$640K Buy
7,277
+145
+2% +$12.5K 0.04% 199
2024
Q3 		$592K Hold
7,132
– – 0.04% 209
2024
Q2 		$571K Hold
7,132
– – 0.04% 202
2024
Q1 		$522K Buy
7,132
+1,095
+18% +$76.2K 0.04% 218
2023
Q4 		$393K Buy
6,037
+303
+5% +$18.7K 0.03% 238
2023
Q3 		$340K Buy
5,734
+34
+0.6% +$2.08K 0.03% 243
2023
Q2 		$348K Sell
5,700
-554
-9% -$31.7K 0.03% 244
2023
Q1 		$346K Hold
6,254
– – 0.04% 232
2022
Q4 		$317K Sell
6,254
-701
-10% -$36.5K 0.04% 240
2022
Q3 		$348K Sell
6,955
-1,821
-21% -$102K 0.03% 218
2022
Q2 		$459K Buy
8,776
+2,654
+43% +$152K 0.06% 201
2022
Q1 		$405K Buy
6,122
+1,793
+41% +$117K 0.04% 226
2021
Q4 		$314K Buy
+4,329
New +$302K 0.03% 256

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principle Wealth Partners's SPYG Position: Q2 2026 in Review

Principle Wealth Partners increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.35% in Q2 2026, buying an estimated $2.86K and bringing the position to 7,201 shares worth $857K. The position accounts for 0.04% of the portfolio, ranked #199.

Principle Wealth Partners first reported a position in SPYG in Q4 2021 and has held it in 19 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Principle Wealth Partners held 7,201 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $857K as of Q2 2026.
  • Principle Wealth Partners bought 25 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $2.86K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of Principle Wealth Partners's portfolio in Q2 2026, its #199 holding.
  • Principle Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.