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

Visionary Wealth 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 		$3.41M Buy
34,827
+922
+3% +$96K 0.15% 151
2025
Q4 		$3.62M Buy
33,905
+14,017
+70% +$1.49M 0.16% 142
2025
Q3 		$2.08M Buy
19,888
+2,869
+17% +$286K 0.1% 193
2025
Q2 		$1.62M Sell
17,019
-4,678
-22% -$401K 0.08% 219
2025
Q1 		$1.74M Buy
21,697
+7,113
+49% +$621K 0.1% 191
2024
Q4 		$1.28M Buy
14,584
+107
+0.7% +$9.24K 0.08% 222
2024
Q3 		$1.2M Buy
14,477
+3,767
+35% +$301K 0.07% 231
2024
Q2 		$858K Buy
10,710
+210
+2% +$15.7K 0.06% 256
2024
Q1 		$768K Buy
10,500
+1,922
+22% +$134K 0.05% 264
2023
Q4 		$558K Buy
8,578
+261
+3% +$16.1K 0.04% 299
2023
Q3 		$493K Sell
8,317
-281
-3% -$17.2K 0.04% 304
2023
Q2 		$525K Sell
8,598
-257
-3% -$14.7K 0.04% 290
2023
Q1 		$490K Sell
8,855
-118
-1% -$6.25K 0.04% 281
2022
Q4 		$455K Sell
8,973
-8,299
-48% -$432K 0.04% 253
2022
Q3 		$865K Buy
17,272
+882
+5% +$49.6K 0.09% 179
2022
Q2 		$857K Sell
16,390
-1,336
-8% -$76.6K 0.08% 185
2022
Q1 		$1.17M Buy
17,726
+857
+5% +$55.8K 0.09% 168
2021
Q4 		$1.22M Sell
16,869
-492
-3% -$34.3K 0.1% 150
2021
Q3 		$1.11M Sell
17,361
-1,173
-6% -$77.5K 0.11% 132
2021
Q2 		$1.17M Sell
18,534
-165
-0.9% -$9.9K 0.12% 136
2021
Q1 		$1.05M Sell
18,699
-13,329
-42% -$747K 0.11% 141
2020
Q4 		$1.77M Buy
32,028
+3,339
+12% +$175K 0.2% 105
2020
Q3 		$1.44M Sell
28,689
-142
-0.5% -$6.96K 0.2% 102
2020
Q2 		$1.29M Buy
28,831
+4,726
+20% +$196K 0.2% 108
2020
Q1 		$862K Buy
+24,105
New +$987K 0.16% 103

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

Visionary Wealth Advisors's SPYG Position: Q1 2026 in Review

Visionary Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.7% in Q1 2026, buying an estimated $96K and bringing the position to 34,827 shares worth $3.41M. The position accounts for 0.15% of the portfolio, ranked #151.

Visionary Wealth Advisors first reported a position in SPYG in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.62M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Visionary Wealth Advisors held 34,827 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.41M as of Q1 2026.
  • Visionary Wealth Advisors bought 922 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $96K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.15% of Visionary Wealth Advisors's portfolio in Q1 2026, its #151 holding.
  • Visionary Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • Visionary Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.62M 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 Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.