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

Vawter Financial’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	$460K	Sell	4,699 -770	-14%	-$80.2K	0.19%	66
2025 Q4	$584K	Sell	5,469 -672	-11%	-$71.2K	0.25%	58
2025 Q3	$642K	Buy	+6,141	New	+$612K	0.29%	51
2025 Q2	–	Sell	-6,529	Closed	-$525K	–	92
2025 Q1	$525K	Buy	6,529 +699	+12%	+$61K	0.29%	51
2024 Q4	$512K	Sell	5,830 -895	-13%	-$77.3K	0.31%	49
2024 Q3	$558K	Hold	6,725	–	–	0.34%	47
2024 Q2	$539K	Sell	6,725 -194	-3%	-$14.5K	0.37%	45
2024 Q1	$506K	Buy	6,919 +31	+0.5%	+$2.16K	0.37%	44
2023 Q4	$448K	Hold	6,888	–	–	0.35%	42
2023 Q3	$408K	Hold	6,888	–	–	0.46%	40
2023 Q2	$420K	Buy	+6,888	New	+$395K	0.36%	43

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

Vawter Financial's SPYG Position: Q1 2026 in Review

Vawter Financial reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 14% in Q1 2026, selling an estimated $80.2K and leaving 4,699 shares worth $460K. The position accounts for 0.19% of the portfolio, ranked #66.

Vawter Financial first reported a position in SPYG in Q2 2023 and has held it in 11 quarters since. The position peaked at $642K in Q3 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Vawter Financial held 4,699 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $460K as of Q1 2026.
Vawter Financial sold 770 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $80.2K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.19% of Vawter Financial's portfolio in Q1 2026, its #66 holding.
Vawter Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and has held it in 11 quarters since.
Vawter Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $642K in Q3 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 Vawter Financial's 13F filing for Q1 2026, filed 15 May 2026.