VWA
SPYG icon

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

VSM Wealth Advisory’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 		$50K Buy
511
+1
+0.2% +$104 0.01% 207
2025
Q4 		$54.4K Sell
510
-261
-34% -$27.7K 0.02% 197
2025
Q3 		$80.6K Buy
771
+248
+47% +$24.7K 0.03% 154
2025
Q2 		$49.8K Buy
523
+47
+10% +$4.03K 0.02% 213
2025
Q1 		$38.2K Buy
+476
New +$41.6K 0.01% 218

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

VSM Wealth Advisory's SPYG Position: Q1 2026 in Review

VSM Wealth Advisory increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.2% in Q1 2026, buying an estimated $104 and bringing the position to 511 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #207.

VSM Wealth Advisory first reported a position in SPYG in Q1 2025 and has held it in 5 quarters since. The position peaked at $80.6K in Q3 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • VSM Wealth Advisory held 511 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $50K as of Q1 2026.
  • VSM Wealth Advisory bought 1 State Street SPDR Portfolio S&P 500 Growth ETF share in Q1 2026, an estimated $104.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of VSM Wealth Advisory's portfolio in Q1 2026, its #207 holding.
  • VSM Wealth Advisory 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.
  • VSM Wealth Advisory's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $80.6K 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 VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.