SWP
SPYG icon

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

Strategic 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 		$1.48M Sell
15,149
-1,631
-10% -$170K 0.1% 122
2025
Q4 		$1.79M Sell
16,780
-1,884
-10% -$200K 0.12% 119
2025
Q3 		$1.95M Buy
18,664
+618
+3% +$61.5K 0.15% 107
2025
Q2 		$1.72M Buy
+18,046
New +$1.55M 0.14% 113
2024
Q4 		$1.97M Sell
21,432
-6,661
-24% -$576K 0.16% 103
2024
Q3 		$2.33M Sell
28,093
-401,617
-93% -$32.1M 0.22% 96
2024
Q2 		$34.4M Sell
429,710
-5,038
-1% -$376K 3.6% 2
2024
Q1 		$31.8M Buy
434,748
+8,360
+2% +$582K 3.49% 2
2023
Q4 		$27.7M Buy
426,388
+2,711
+0.6% +$167K 3.42% 3
2023
Q3 		$25.1M Buy
+423,677
New +$26M 3.31% 3
2019
Q4 		– Sell
-993
Closed -$38 – 451
2019
Q3 		$38 Sell
993
-144
-13% -$5.63K ﹤0.01% 311
2019
Q2 		$44K Sell
1,137
-350
-24% -$13.3K 0.02% 241
2019
Q1 		$56K Sell
1,487
-1,048
-41% -$37.1K 0.03% 228
2018
Q4 		$86K Sell
2,535
-129,114
-98% -$4.51M 0.04% 189
2018
Q3 		$5.03M Buy
+131,649
New +$4.89M 2.68% 3

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

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

Strategic Wealth Partners reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 9.7% in Q1 2026, selling an estimated $170K and leaving 15,149 shares worth $1.48M. The position accounts for 0.1% of the portfolio, ranked #122.

Strategic Wealth Partners first reported a position in SPYG in Q3 2018 and has held it in 15 quarters since. The position peaked at $34.4M in Q2 2024. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Strategic Wealth Partners held 15,149 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.48M as of Q1 2026.
  • Strategic Wealth Partners sold 1,631 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $170K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.1% of Strategic Wealth Partners's portfolio in Q1 2026, its #122 holding.
  • Strategic Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2018 and has held it in 15 quarters since.
  • Strategic Wealth Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $34.4M in Q2 2024.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.