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 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	$348	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 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

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

Principle Wealth Partners held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 7,176 shares worth $703K. The position accounts for 0.04% of the portfolio, ranked #204.

Principle Wealth Partners first reported a position in SPYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $766K in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Principle Wealth Partners held 7,176 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $703K as of Q1 2026.
Principle Wealth Partners left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of Principle Wealth Partners's portfolio in Q1 2026, its #204 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 18 quarters since.
Principle Wealth Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $766K in Q4 2025.
1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.