SWA
SPYG icon

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

Stratos 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 		$7.98M Buy
81,467
+13,238
+19% +$1.38M 0.49% 54
2025
Q4 		$7.28M Sell
68,229
-9,382
-12% -$995K 0.35% 77
2025
Q3 		$8.11M Buy
77,611
+4,174
+6% +$416K 0.39% 69
2025
Q2 		$7M Buy
73,437
+4,557
+7% +$391K 0.37% 74
2025
Q1 		$5.54M Buy
68,880
+3,138
+5% +$274K 0.3% 79
2024
Q4 		$5.78M Buy
65,742
+606
+0.9% +$52.4K 0.28% 88
2024
Q3 		$5.4M Buy
65,136
+5,071
+8% +$405K 0.25% 94
2024
Q2 		$4.81M Buy
60,065
+2,701
+5% +$202K 0.24% 100
2024
Q1 		$4.2M Buy
57,364
+7,192
+14% +$501K 0.25% 96
2023
Q4 		$3.26M Buy
50,172
+2,792
+6% +$172K 0.19% 154
2023
Q3 		$2.81M Buy
47,380
+520
+1% +$31.9K 0.19% 145
2023
Q2 		$2.86M Buy
46,860
+4,947
+12% +$283K 0.2% 137
2023
Q1 		$2.32M Buy
41,913
+12,962
+45% +$686K 0.18% 157
2022
Q4 		$1.47M Sell
28,951
-35,653
-55% -$1.86M 0.12% 229
2022
Q3 		$3.24M Buy
64,604
+57,438
+802% +$3.23M 0.34% 76
2022
Q2 		$375K Buy
7,166
+1,423
+25% +$81.6K 0.03% 409
2022
Q1 		$380K Sell
5,743
-5,804
-50% -$378K 0.03% 421
2021
Q4 		$837K Buy
11,547
+1,721
+18% +$120K 0.06% 311
2021
Q3 		$629K Sell
9,826
-927
-9% -$61.2K 0.05% 314
2021
Q2 		$677K Buy
10,753
+1,420
+15% +$85.2K 0.06% 305
2021
Q1 		$526K Sell
9,333
-4,854
-34% -$272K 0.06% 304
2020
Q4 		$784K Buy
14,187
+7,222
+104% +$380K 0.11% 188
2020
Q3 		$349K Sell
6,965
-77
-1% -$3.77K 0.09% 228
2020
Q2 		$316K Buy
7,042
+3,497
+99% +$145K 0.1% 200
2020
Q1 		$127K Buy
+3,545
New +$145K 0.09% 163

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

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

Stratos Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 19% in Q1 2026, buying an estimated $1.38M and bringing the position to 81,467 shares worth $7.98M. The position accounts for 0.49% of the portfolio, ranked #54.

Stratos Wealth Advisors first reported a position in SPYG in Q1 2020 and has held it in 25 quarters since. The position peaked at $8.11M in Q3 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Stratos Wealth Advisors held 81,467 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $7.98M as of Q1 2026.
  • Stratos Wealth Advisors bought 13,238 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.38M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.49% of Stratos Wealth Advisors's portfolio in Q1 2026, its #54 holding.
  • Stratos Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • Stratos Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $8.11M in Q3 2025.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.