Total Clarity Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Total Clarity Wealth Management’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	$266K	Sell	2,712 -706	-21%	-$73.5K	0.06%	259
2025 Q4	$365K	Buy	3,418 +895	+35%	+$94.9K	0.09%	211
2025 Q3	$264K	Sell	2,523 -31	-1%	-$3.09K	0.07%	238
2025 Q2	$243K	Buy	+2,554	New	+$219K	0.07%	238
2022 Q4	–	Sell	-15,305	Closed	-$767K	–	263
2022 Q3	$767K	Sell	15,305 -56	-0.4%	-$3.15K	0.48%	58
2022 Q2	$803K	Buy	15,361 +281	+2%	+$16.1K	0.42%	56
2022 Q1	$998K	Sell	15,080 -34,903	-70%	-$2.27M	0.55%	54
2021 Q4	$3.62M	Buy	49,983 +23,177	+86%	+$1.62M	1.64%	7
2021 Q3	$1.72M	Buy	26,806 +380	+1%	+$25.1K	0.82%	28
2021 Q2	$1.66M	Buy	26,426 +24,539	+1,300%	+$1.47M	0.93%	30
2021 Q1	$106K	Buy	+1,887	New	+$106K	0.06%	236
2020 Q1	–	Sell	-124,303	Closed	-$5.21M	–	546
2019 Q4	$5.21M	Buy	+124,303	New	+$4.98M	3.91%	3

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

Total Clarity Wealth Management's SPYG Position: Q1 2026 in Review

Total Clarity Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 21% in Q1 2026, selling an estimated $73.5K and leaving 2,712 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #259.

Total Clarity Wealth Management first reported a position in SPYG in Q4 2019 and has held it in 12 quarters since. The position peaked at $5.21M in Q4 2019. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Total Clarity Wealth Management held 2,712 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $266K as of Q1 2026.
Total Clarity Wealth Management sold 706 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $73.5K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of Total Clarity Wealth Management's portfolio in Q1 2026, its #259 holding.
Total Clarity Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 12 quarters since.
Total Clarity Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $5.21M in Q4 2019.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.