WPC
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Waters Parkerson & Co’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Waters Parkerson & Co’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 		– Sell
-5,534
Closed -$590K – 192
2025
Q4 		$590K Hold
5,534
– – 0.03% 128
2025
Q3 		$578K Buy
+5,534
New +$551K 0.03% 124

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

Waters Parkerson & Co's SPYG Position: Q1 2026 in Review

Waters Parkerson & Co sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026, closing a stake of 5,534 shares — an estimated $590K sold.

Waters Parkerson & Co first reported a position in SPYG in Q3 2025 and held it in 2 quarters. The position peaked at $590K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Waters Parkerson & Co reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Waters Parkerson & Co sold 5,534 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $590K.
  • Waters Parkerson & Co first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2025 and held it in 2 quarters.
  • Waters Parkerson & Co's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $590K in Q4 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 Waters Parkerson & Co's 13F filing for Q1 2026, filed 29 Apr 2026.