UAG
SPYG icon

United Advisor Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

United Advisor Group’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 		$8.98M Sell
91,703
-141
-0.2% -$14.7K 1.11% 14
2025
Q4 		$9.8M Buy
91,844
+1,770
+2% +$188K 1.22% 14
2025
Q3 		$9.41M Buy
90,074
+2,691
+3% +$268K 1.27% 13
2025
Q2 		$8.33M Buy
87,383
+17,471
+25% +$1.5M 1.44% 11
2025
Q1 		$5.62M Buy
69,912
+7,133
+11% +$623K 1.15% 18
2024
Q4 		$5.52M Buy
62,779
+22,110
+54% +$1.91M 1.09% 20
2024
Q3 		$3.37M Buy
40,669
+211
+0.5% +$16.9K 0.76% 30
2024
Q2 		$3.24M Buy
40,458
+16,619
+70% +$1.24M 1.01% 22
2024
Q1 		$1.74M Buy
+23,839
New +$1.66M 0.66% 47

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

United Advisor Group's SPYG Position: Q1 2026 in Review

United Advisor Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.15% in Q1 2026, selling an estimated $14.7K and leaving 91,703 shares worth $8.98M. The position accounts for 1.11% of the portfolio, ranked #14.

United Advisor Group first reported a position in SPYG in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.8M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • United Advisor Group held 91,703 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $8.98M as of Q1 2026.
  • United Advisor Group sold 141 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $14.7K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.11% of United Advisor Group's portfolio in Q1 2026, its #14 holding.
  • United Advisor Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • United Advisor Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $9.8M 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 United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.