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SPYG icon

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

Simplicity Wealth’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 		$2.53M Buy
25,852
+439
+2% +$45.7K 0.14% 151
2025
Q4 		$2.71M Sell
25,413
-2,266
-8% -$240K 0.16% 140
2025
Q3 		$2.89M Sell
27,679
-7,762
-22% -$773K 0.17% 134
2025
Q2 		$3.38M Buy
35,441
+16,609
+88% +$1.42M 0.14% 149
2025
Q1 		$1.51M Sell
18,832
-3,296
-15% -$288K 0.12% 190
2024
Q4 		$1.95M Sell
22,128
-486
-2% -$42K 0.41% 43
2024
Q3 		$1.88M Sell
22,614
-12,846
-36% -$1.03M 0.17% 117
2024
Q2 		$2.84M Sell
35,460
-3,171
-8% -$237K 0.06% 290
2024
Q1 		$2.83M Buy
38,631
+24,759
+178% +$1.72M 0.07% 281
2023
Q4 		$903K Buy
13,872
+4,605
+50% +$284K 0.35% 49
2023
Q3 		$549K Sell
9,267
-3,450
-27% -$211K 0.32% 41
2023
Q2 		$776K Buy
12,717
+3,893
+44% +$223K 0.48% 34
2023
Q1 		$489K Buy
8,824
+466
+6% +$24.7K 0.32% 42
2022
Q4 		$424K Sell
8,358
-69,027
-89% -$3.59M 0.37% 37
2022
Q3 		$3.88M Sell
77,385
-14,240
-16% -$801K 5.21% 2
2022
Q2 		$4.79M Sell
91,625
-43,255
-32% -$2.48M 6.99% 2
2022
Q1 		$8.93M Sell
134,880
-83,889
-38% -$5.46M 8.69% 1
2021
Q4 		$15.9M Buy
+218,769
New +$15.3M 8.55% 2

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

Simplicity Wealth's SPYG Position: Q1 2026 in Review

Simplicity Wealth increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.7% in Q1 2026, buying an estimated $45.7K and bringing the position to 25,852 shares worth $2.53M. The position accounts for 0.14% of the portfolio, ranked #151.

Simplicity Wealth first reported a position in SPYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.9M in Q4 2021. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Simplicity Wealth held 25,852 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.53M as of Q1 2026.
  • Simplicity Wealth bought 439 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $45.7K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.14% of Simplicity Wealth's portfolio in Q1 2026, its #151 holding.
  • Simplicity Wealth 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.
  • Simplicity Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $15.9M in Q4 2021.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.