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SPYG icon

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

VestGen Advisors’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 		$1.97M Sell
16,791
-17,644
-51% -$1.84M 0.05% 305
2025
Q4 		$3.67M Sell
34,435
-191,550
-85% -$20.3M 0.16% 138
2025
Q3 		$23.6M Sell
225,985
-8,877
-4% -$884K 0.79% 24
2025
Q2 		$22.4M Sell
234,862
-23,299
-9% -$2M 0.89% 21
2025
Q1 		$20.7M Buy
+258,161
New +$22.5M 0.94% 20

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

VestGen Advisors's SPYG Position: Q1 2026 in Review

VestGen Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 51% in Q1 2026, selling an estimated $1.84M and leaving 16,791 shares worth $1.97M. The position accounts for 0.05% of the portfolio, ranked #305.

VestGen Advisors first reported a position in SPYG in Q1 2025 and has held it in 5 quarters since. The position peaked at $23.6M in Q3 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • VestGen Advisors held 16,791 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.97M as of Q1 2026.
  • VestGen Advisors sold 17,644 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.84M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.05% of VestGen Advisors's portfolio in Q1 2026, its #305 holding.
  • VestGen Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • VestGen Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $23.6M 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 VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.