SFG
SPYG icon

Sovereign Financial Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Sovereign Financial Group’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 		$986K Hold
10,072
– – 0.17% 115
2025
Q4 		$1.07M Sell
10,072
-778
-7% -$82.5K 0.19% 95
2025
Q3 		$1.13M Sell
10,850
-223
-2% -$22.2K 0.21% 87
2025
Q2 		$1.06M Sell
11,073
-126
-1% -$10.8K 0.22% 87
2025
Q1 		$900K Sell
11,199
-72
-0.6% -$6.29K 0.21% 91
2024
Q4 		$991K Sell
11,271
-407
-3% -$35.2K 0.23% 85
2024
Q3 		$969K Sell
11,678
-302
-3% -$24.1K 0.23% 84
2024
Q2 		$960K Sell
11,980
-10
-0.1% -$747 0.24% 84
2024
Q1 		$877K Sell
11,990
-211
-2% -$14.7K 0.23% 86
2023
Q4 		$794K Sell
12,201
-266
-2% -$16.4K 0.24% 78
2023
Q3 		$739K Sell
12,467
-15,558
-56% -$953K 0.26% 77
2023
Q2 		$1.71M Sell
28,025
-73
-0.3% -$4.18K 0.56% 40
2023
Q1 		$1.56M Sell
28,098
-411
-1% -$21.8K 0.58% 42
2022
Q4 		$1.44M Sell
28,509
-70
-0.2% -$3.64K 0.57% 46
2022
Q3 		$1.43M Sell
28,579
-328
-1% -$18.5K 0.58% 42
2022
Q2 		$1.51M Hold
28,907
– – 0.6% 45
2022
Q1 		$1.91M Buy
28,907
+13,921
+93% +$906K 0.71% 36
2021
Q4 		$1.09M Sell
14,986
-292
-2% -$20.4K 0.44% 59
2021
Q3 		$978K Sell
15,278
-1,580
-9% -$104K 0.56% 45
2021
Q2 		$951K Hold
16,858
– – 0.58% 43
2021
Q1 		$951K Buy
16,858
+2,951
+21% +$165K 0.59% 41
2020
Q4 		$769K Buy
+13,907
New +$731K 0.55% 47

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

Sovereign Financial Group's SPYG Position: Q1 2026 in Review

Sovereign Financial Group held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 10,072 shares worth $986K. The position accounts for 0.17% of the portfolio, ranked #115.

Sovereign Financial Group first reported a position in SPYG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.91M in Q1 2022. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Sovereign Financial Group held 10,072 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $986K as of Q1 2026.
  • Sovereign Financial Group 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 0.17% of Sovereign Financial Group's portfolio in Q1 2026, its #115 holding.
  • Sovereign Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Sovereign Financial Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.91M in Q1 2022.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.