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

Strategies Wealth Advisors’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 		$311K Buy
3,179
+1
+0% +$104 0.03% 134
2025
Q4 		$339K Sell
3,178
-962
-23% -$102K 0.03% 127
2025
Q3 		$433K Sell
4,140
-515
-11% -$51.3K 0.05% 116
2025
Q2 		$444K Sell
4,655
-590
-11% -$50.6K 0.05% 114
2025
Q1 		$422K Sell
5,245
-96
-2% -$8.38K 0.05% 112
2024
Q4 		$488K Sell
5,341
-656
-11% -$56.7K 0.06% 83
2024
Q3 		$497K Sell
5,997
-97
-2% -$7.75K 0.07% 64
2024
Q2 		$488K Sell
6,094
-27
-0.4% -$2.02K 0.07% 60
2024
Q1 		$448K Sell
6,121
-538
-8% -$37.4K 0.07% 67
2023
Q4 		$433K Sell
6,659
-40
-0.6% -$2.47K 0.07% 65
2023
Q3 		$397K Hold
6,699
– – 0.08% 60
2023
Q2 		$409K Hold
6,699
– – 0.08% 62
2023
Q1 		$371K Sell
6,699
-347
-5% -$18.4K 0.08% 60
2022
Q4 		$357K Buy
+7,046
New +$367K 0.09% 60

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

Strategies Wealth Advisors's SPYG Position: Q1 2026 in Review

Strategies Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.03% in Q1 2026, buying an estimated $104 and bringing the position to 3,179 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #134.

Strategies Wealth Advisors first reported a position in SPYG in Q4 2022 and has held it in 14 quarters since. The position peaked at $497K in Q3 2024. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Strategies Wealth Advisors held 3,179 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $311K as of Q1 2026.
  • Strategies Wealth Advisors bought 1 State Street SPDR Portfolio S&P 500 Growth ETF share in Q1 2026, an estimated $104.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Strategies Wealth Advisors's portfolio in Q1 2026, its #134 holding.
  • Strategies Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Strategies Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $497K in Q3 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 Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.