Valmark Advisers’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Valmark Advisers’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	$478M	Buy	4,884,338 +223,140	+5%	+$23.2M	5.68%	3
2025 Q4	$497M	Buy	4,661,198 +16,182	+0.3%	+$1.72M	6.13%	2
2025 Q3	$485M	Buy	4,645,016 +52,840	+1%	+$5.26M	6.27%	2
2025 Q2	$438M	Sell	4,592,176 -152,168	-3%	-$13M	6.09%	2
2025 Q1	$381M	Buy	4,744,344 +109,101	+2%	+$9.52M	5.75%	3
2024 Q4	$407M	Sell	4,635,243 -3,444	-0.1%	-$298K	6.31%	2
2024 Q3	$385M	Buy	4,638,687 +107,423	+2%	+$8.59M	6.01%	3
2024 Q2	$363M	Sell	4,531,264 -374,073	-8%	-$27.9M	6.16%	2
2024 Q1	$359M	Buy	4,905,337 +5,110	+0.1%	+$356K	6.24%	3
2023 Q4	$319M	Buy	4,900,227 +36,180	+0.7%	+$2.23M	5.97%	3
2023 Q3	$288M	Buy	4,864,047 +47,526	+1%	+$2.91M	5.98%	3
2023 Q2	$294M	Buy	4,816,521 +174,240	+4%	+$9.98M	5.98%	3
2023 Q1	$257M	Buy	4,642,281 +217,820	+5%	+$11.5M	5.53%	3
2022 Q4	$224M	Sell	4,424,461 -252,352	-5%	-$13.1M	5.17%	3
2022 Q3	$234M	Buy	4,676,813 +128,232	+3%	+$7.21M	4.71%	6
2022 Q2	$238M	Buy	4,548,581 +343,093	+8%	+$19.7M	4.62%	6
2022 Q1	$278M	Buy	4,205,488 +131,096	+3%	+$8.53M	4.9%	6
2021 Q4	$295M	Sell	4,074,392 -14,642	-0.4%	-$1.02M	5.09%	6
2021 Q3	$262M	Sell	4,089,034 -4,169	-0.1%	-$275K	4.79%	6
2021 Q2	$258M	Sell	4,093,203 -266,791	-6%	-$16M	4.72%	7
2021 Q1	$246M	Buy	4,359,994 +80,555	+2%	+$4.51M	4.74%	7
2020 Q4	$237M	Sell	4,279,439 -59,952	-1%	-$3.15M	4.81%	7
2020 Q3	$217M	Sell	4,339,391 -265,211	-6%	-$13M	4.94%	7
2020 Q2	$207M	Sell	4,604,602 -262,132	-5%	-$10.9M	4.86%	7
2020 Q1	$174M	Sell	4,866,734 -207,462	-4%	-$8.5M	4.54%	8
2019 Q4	$213M	Sell	5,074,196 -270,494	-5%	-$10.8M	4.61%	8
2019 Q3	$208M	Sell	5,344,690 -132,227	-2%	-$5.17M	4.62%	8
2019 Q2	$212M	Sell	5,476,917 -50,331	-0.9%	-$1.91M	4.66%	8
2019 Q1	$206M	Sell	5,527,248 -188,649	-3%	-$6.67M	4.58%	8
2018 Q4	$186M	Buy	5,715,897 +91,816	+2%	+$3.21M	4.46%	8
2018 Q3	$215M	Sell	5,624,081 -163,028	-3%	-$6.05M	4.71%	8
2018 Q2	$203M	Buy	5,787,109 +3,746,382	+184%	+$130M	4.5%	8
2018 Q1	$68.4M	Buy	+2,040,727	New	+$70.3M	1.5%	21

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Valmark Advisers's SPYG Position: Q1 2026 in Review

Valmark Advisers increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.8% in Q1 2026, buying an estimated $23.2M and bringing the position to 4,884,338 shares worth $478M. The position accounts for 5.68% of the portfolio, ranked #3.

Valmark Advisers first reported a position in SPYG in Q1 2018 and has held it in 33 quarters since. The position peaked at $497M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Valmark Advisers held 4,884,338 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $478M as of Q1 2026.
Valmark Advisers bought 223,140 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $23.2M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 5.68% of Valmark Advisers's portfolio in Q1 2026, its #3 holding.
Valmark Advisers first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2018 and has held it in 33 quarters since.
Valmark Advisers's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $497M 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 Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.