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

Warren Street 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 		$369K Buy
3,765
+541
+17% +$56.3K 0.09% 81
2025
Q4 		$344K Sell
3,224
-3,522
-52% -$373K 0.1% 74
2025
Q3 		$705K Buy
6,746
+87
+1% +$8.66K 0.21% 56
2025
Q2 		$635K Buy
6,659
+195
+3% +$16.7K 0.21% 55
2025
Q1 		$520K Sell
6,464
-6
-0.1% -$524 0.2% 56
2024
Q4 		$569K Sell
6,470
-126
-2% -$10.9K 0.23% 52
2024
Q3 		$547K Sell
6,596
-26
-0.4% -$2.08K 0.23% 52
2024
Q2 		$531K Sell
6,622
-20
-0.3% -$1.49K 0.26% 48
2024
Q1 		$486K Sell
6,642
-284
-4% -$19.8K 0.24% 53
2023
Q4 		$451K Sell
6,926
-209
-3% -$12.9K 0.26% 55
2023
Q3 		$423K Sell
7,135
-103
-1% -$6.31K 0.28% 50
2023
Q2 		$442K Sell
7,238
-55
-0.8% -$3.15K 0.29% 48
2023
Q1 		$404K Sell
7,293
-362
-5% -$19.2K 0.29% 46
2022
Q4 		$388K Sell
7,655
-1,166
-13% -$60.7K 0.31% 45
2022
Q3 		$442K Sell
8,821
-330
-4% -$18.6K 0.45% 31
2022
Q2 		$478K Sell
9,151
-294
-3% -$16.9K 0.46% 30
2022
Q1 		$625K Sell
9,445
-46,473
-83% -$3.02M 0.55% 28
2021
Q4 		$4.05M Buy
+55,918
New +$3.9M 3.75% 10

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

Warren Street Wealth Advisors's SPYG Position: Q1 2026 in Review

Warren Street Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 17% in Q1 2026, buying an estimated $56.3K and bringing the position to 3,765 shares worth $369K. The position accounts for 0.09% of the portfolio, ranked #81.

Warren Street Wealth Advisors first reported a position in SPYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.05M in Q4 2021. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Warren Street Wealth Advisors held 3,765 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $369K as of Q1 2026.
  • Warren Street Wealth Advisors bought 541 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $56.3K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.09% of Warren Street Wealth Advisors's portfolio in Q1 2026, its #81 holding.
  • Warren Street Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Warren Street Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.05M in Q4 2021.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.