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

Triad Wealth Partners’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	$729K	Sell	7,448 -235	-3%	-$24.5K	0.06%	213
2025 Q4	$820K	Buy	7,683 +1,409	+22%	+$149K	0.08%	181
2025 Q3	$656K	Buy	6,274 +1,134	+22%	+$113K	0.08%	167
2025 Q2	$490K	Buy	5,140 +1,048	+26%	+$89.8K	0.1%	155
2025 Q1	$329K	Buy	+4,092	New	+$357K	0.1%	147
2024 Q3	–	Sell	-547	Closed	-$43.8K	–	789
2024 Q2	$43.8K	Buy	+547	New	+$40.9K	0.02%	247

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

Triad Wealth Partners's SPYG Position: Q1 2026 in Review

Triad Wealth Partners reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.1% in Q1 2026, selling an estimated $24.5K and leaving 7,448 shares worth $729K. The position accounts for 0.06% of the portfolio, ranked #213.

Triad Wealth Partners first reported a position in SPYG in Q2 2024 and has held it in 6 quarters since. The position peaked at $820K in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Triad Wealth Partners held 7,448 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $729K as of Q1 2026.
Triad Wealth Partners sold 235 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $24.5K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of Triad Wealth Partners's portfolio in Q1 2026, its #213 holding.
Triad Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 6 quarters since.
Triad Wealth Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $820K 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 Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.