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

Reston Wealth Management’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	$63M	Sell	642,954 -25,580	-4%	-$2.66M	19.28%	2
2025 Q4	$71.3M	Sell	668,534 -6,305	-0.9%	-$668K	21.82%	1
2025 Q3	$70.5M	Buy	674,839 +1,625	+0.2%	+$162K	22.77%	1
2025 Q2	$64.2M	Buy	673,214 +37,119	+6%	+$3.18M	22.49%	1
2025 Q1	$51.1M	Sell	636,095 -42,586	-6%	-$3.72M	20.67%	2
2024 Q4	$59.7M	Buy	678,681 +2,644	+0.4%	+$228K	22.18%	1
2024 Q3	$56.1M	Buy	676,037 +6,030	+0.9%	+$482K	20.29%	1
2024 Q2	$53.7M	Sell	670,007 -4,336	-0.6%	-$324K	21.47%	1
2024 Q1	$49.3M	Sell	674,343 -10,227	-1%	-$712K	20.03%	1
2023 Q4	$44.5M	Buy	684,570 +7,624	+1%	+$470K	20.38%	1
2023 Q3	$40.1M	Buy	676,946 +17,274	+3%	+$1.06M	20.26%	1
2023 Q2	$40.2M	Buy	659,672 +183,867	+39%	+$10.5M	19.15%	1
2023 Q1	$26.3M	Buy	475,805 +27,669	+6%	+$1.47M	13.77%	3
2022 Q4	$22.7M	Buy	448,136 +6,705	+2%	+$349K	12.55%	3
2022 Q3	$22.1M	Buy	441,431 +10,862	+3%	+$611K	13.17%	3
2022 Q2	$22.5M	Buy	430,569 +25,284	+6%	+$1.45M	12.54%	3
2022 Q1	$26.8M	Sell	405,285 -1,320	-0.3%	-$85.9K	13.76%	3
2021 Q4	$29.5M	Sell	406,605 -12,283	-3%	-$857K	14.3%	3
2021 Q3	$26.8M	Sell	418,888 -8,492	-2%	-$561K	13.96%	3
2021 Q2	$26.9M	Sell	427,380 -170,076	-28%	-$10.2M	13.46%	3
2021 Q1	$33.7M	Sell	597,456 -567	-0.1%	-$31.8K	17.65%	2
2020 Q4	$33.1M	Buy	598,023 +4,501	+0.8%	+$237K	18.78%	1
2020 Q3	$29.7M	Buy	593,522 +12,990	+2%	+$637K	19.12%	1
2020 Q2	$26.1M	Sell	580,532 -43,769	-7%	-$1.82M	17.92%	1
2020 Q1	$22.3M	Buy	624,301 +169,735	+37%	+$6.95M	17.92%	1
2019 Q4	$19.1M	Buy	454,566 +14,935	+3%	+$599K	15.23%	2
2019 Q3	$17.1M	Buy	+439,631	New	+$17.2M	15.28%	2

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

Reston Wealth Management's SPYG Position: Q1 2026 in Review

Reston Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.8% in Q1 2026, selling an estimated $2.66M and leaving 642,954 shares worth $63M. The position accounts for 19.28% of the portfolio, ranked #2.

Reston Wealth Management first reported a position in SPYG in Q3 2019 and has held it in 27 quarters since. The position peaked at $71.3M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Reston Wealth Management held 642,954 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $63M as of Q1 2026.
Reston Wealth Management sold 25,580 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $2.66M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 19.28% of Reston Wealth Management's portfolio in Q1 2026, its #2 holding.
Reston Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2019 and has held it in 27 quarters since.
Reston Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $71.3M 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 Reston Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.