TD Private Client Wealth’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

TD Private Client Wealth’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	$242K	Sell	2,467 -260	-10%	-$27.1K	0.01%	614
2025 Q4	$291K	Buy	2,727 +134	+5%	+$14.2K	0.01%	585
2025 Q3	$271K	Sell	2,593 -22	-0.8%	-$2.19K	0.01%	602
2025 Q2	$249K	Buy	+2,615	New	+$224K	0.01%	593

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

TD Private Client Wealth's SPYG Position: Q1 2026 in Review

TD Private Client Wealth reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 9.5% in Q1 2026, selling an estimated $27.1K and leaving 2,467 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #614.

TD Private Client Wealth first reported a position in SPYG in Q2 2025 and has held it in 4 quarters since. The position peaked at $291K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

TD Private Client Wealth held 2,467 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $242K as of Q1 2026.
TD Private Client Wealth sold 260 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $27.1K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #614 holding.
TD Private Client Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025 and has held it in 4 quarters since.
TD Private Client Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $291K in Q4 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 TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.