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

Wallace Advisory Group’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	$966K	Sell	9,868 -892	-8%	-$92.9K	1.03%	18
2025 Q4	$1.15M	Sell	10,760 -2,627	-20%	-$278K	1.2%	21
2025 Q3	$1.28M	Buy	13,387 +210	+2%	+$20.9K	1.03%	22
2025 Q2	$1.06M	Sell	13,177 -16	-0.1%	-$1.37K	0.77%	34
2025 Q1	$1.16M	Buy	13,193 +4,214	+47%	+$368K	0.8%	29
2024 Q4	$745K	Sell	8,979 -503	-5%	-$43.5K	0.51%	50
2024 Q3	$760K	Hold	9,482	–	–	0.56%	42
2024 Q2	$760K	Buy	9,482 +2,073	+28%	+$155K	0.55%	42
2024 Q1	$482K	Sell	7,409 -1,030	-12%	-$71.7K	0.36%	75
2023 Q4	$500K	Sell	8,439 -93	-1%	-$5.74K	0.39%	62
2023 Q3	$521K	Sell	8,532 -226	-3%	-$13.8K	0.37%	65
2023 Q2	$485K	Hold	8,758	–	–	0.37%	74
2023 Q1	$485K	Buy	8,758 +326	+4%	+$17.3K	0.37%	74
2022 Q4	$427K	Buy	+8,432	New	+$439K	0.34%	79

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

Wallace Advisory Group's SPYG Position: Q1 2026 in Review

Wallace Advisory Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 8.3% in Q1 2026, selling an estimated $92.9K and leaving 9,868 shares worth $966K. The position accounts for 1.03% of the portfolio, ranked #18.

Wallace Advisory Group first reported a position in SPYG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.28M in Q3 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Wallace Advisory Group held 9,868 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $966K as of Q1 2026.
Wallace Advisory Group sold 892 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $92.9K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.03% of Wallace Advisory Group's portfolio in Q1 2026, its #18 holding.
Wallace Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.28M in Q3 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 Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.