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SPYG icon

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

SWMG LLC’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 		– Sell
-5,712
Closed -$600K – 131
2025
Q4 		$600K Buy
5,712
+2,338
+69% +$248K 0.17% 62
2025
Q3 		$355K Sell
3,374
-8,348
-71% -$831K 0.11% 85
2025
Q2 		$1.16M Buy
11,722
+6,048
+107% +$518K 0.39% 37
2025
Q1 		$463K Buy
5,674
+484
+9% +$42.3K 0.18% 79
2024
Q4 		$477K Sell
5,190
-164
-3% -$14.2K 0.19% 77
2024
Q3 		$468K Buy
5,354
+298
+6% +$23.8K 0.19% 76
2024
Q2 		$405K Sell
5,056
-88
-2% -$6.57K 0.18% 66
2024
Q1 		$376K Buy
5,144
+410
+9% +$28.5K 0.17% 69
2023
Q4 		$308K Sell
4,734
-80
-2% -$4.93K 0.15% 77
2023
Q3 		$285K Buy
4,814
+198
+4% +$12.1K 0.15% 83
2023
Q2 		$282K Buy
4,616
+31
+0.7% +$1.78K 0.15% 74
2023
Q1 		$254K Buy
+4,585
New +$243K 0.14% 81

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

SWMG LLC's SPYG Position: Q1 2026 in Review

SWMG LLC sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026, closing a stake of 5,712 shares — an estimated $600K sold.

SWMG LLC first reported a position in SPYG in Q1 2023 and held it in 12 quarters. The position peaked at $1.16M in Q2 2025. 1,317 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • SWMG LLC reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • SWMG LLC sold 5,712 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $600K.
  • SWMG LLC first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2023 and held it in 12 quarters.
  • SWMG LLC's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.16M in Q2 2025.
  • 1,317 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on SWMG LLC's 13F filing for Q1 2026, filed 24 Apr 2026.