TWM
SPYG icon

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

Tradition 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 		$2.33M Sell
23,830
-1
-0% -$104 0.17% 127
2025
Q4 		$2.54M Sell
23,831
-284
-1% -$30.1K 0.18% 111
2025
Q3 		$2.52M Buy
24,115
+1,932
+9% +$192K 0.19% 110
2025
Q2 		$2.11M Buy
22,183
+3,396
+18% +$291K 0.17% 119
2025
Q1 		$1.51M Buy
18,787
+738
+4% +$64.4K 0.13% 142
2024
Q4 		$1.59M Buy
18,049
+5,700
+46% +$492K 0.14% 132
2024
Q3 		$1.02M Buy
12,349
+986
+9% +$78.8K 0.09% 169
2024
Q2 		$911K Buy
11,363
+3,206
+39% +$239K 0.09% 167
2024
Q1 		$597K Buy
8,157
+6,732
+472% +$469K 0.06% 194
2023
Q4 		$93K Sell
1,425
-630
-31% -$38.9K 0.01% 495
2023
Q3 		$122K Buy
2,055
+2
+0.1% +$123 0.01% 387
2023
Q2 		$125K Buy
2,053
+2
+0.1% +$115 0.01% 406
2023
Q1 		$114K Buy
2,051
+626
+44% +$33.1K 0.01% 410
2022
Q4 		$72K Sell
1,425
-263
-16% -$13.7K 0.01% 447
2022
Q3 		$85K Hold
1,688
– – 0.01% 391
2022
Q2 		$88K Hold
1,688
– – 0.01% 372
2022
Q1 		$112K Hold
1,688
– – 0.01% 383
2021
Q4 		$122K Hold
1,688
– – 0.02% 367
2021
Q3 		$108K Hold
1,688
– – 0.02% 362
2021
Q2 		$106K Hold
1,688
– – 0.02% 381
2021
Q1 		$95K Sell
1,688
-500
-23% -$28K 0.02% 331
2020
Q4 		$121K Buy
+2,188
New +$115K 0.02% 282

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

Tradition Wealth Management's SPYG Position: Q1 2026 in Review

Tradition Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0% in Q1 2026, selling an estimated $104 and leaving 23,830 shares worth $2.33M. The position accounts for 0.17% of the portfolio, ranked #127.

Tradition Wealth Management first reported a position in SPYG in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.54M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Tradition Wealth Management held 23,830 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.33M as of Q1 2026.
  • Tradition Wealth Management sold 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 0.17% of Tradition Wealth Management's portfolio in Q1 2026, its #127 holding.
  • Tradition Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.54M in Q4 2025.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.