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

Waverly 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	$96.9M	Buy	989,915 +60,364	+6%	+$6.29M	0.72%	25
2025 Q4	$99.2M	Buy	929,551 +115,303	+14%	+$12.2M	0.8%	23
2025 Q3	$85.1M	Buy	814,248 +27,368	+3%	+$2.73M	0.85%	21
2025 Q2	$75M	Buy	786,880 +11,072	+1%	+$949K	0.82%	21
2025 Q1	$62.4M	Buy	775,808 +20,243	+3%	+$1.77M	0.76%	21
2024 Q4	$66.4M	Buy	755,565 +397,558	+111%	+$34.4M	1.03%	17
2024 Q3	$29.7M	Buy	358,007 +5,561	+2%	+$445K	0.55%	32
2024 Q2	$28.2M	Buy	352,446 +14,739	+4%	+$1.1M	0.55%	32
2024 Q1	$24.7M	Buy	337,707 +169,288	+101%	+$11.8M	0.58%	33
2023 Q4	$11M	Sell	168,419 -4,328	-3%	-$267K	0.41%	44
2023 Q3	$10.2M	Sell	172,747 -3,515	-2%	-$215K	0.45%	43
2023 Q2	$10.8M	Buy	176,262 +167,405	+1,890%	+$9.59M	0.47%	38
2023 Q1	$490K	Hold	8,857	–	–	0.03%	194
2022 Q4	$449K	Hold	8,857	–	–	0.02%	185
2022 Q3	$444K	Buy	+8,857	New	+$498K	0.03%	166

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

Waverly Advisors's SPYG Position: Q1 2026 in Review

Waverly Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.5% in Q1 2026, buying an estimated $6.29M and bringing the position to 989,915 shares worth $96.9M. The position accounts for 0.72% of the portfolio, ranked #25.

Waverly Advisors first reported a position in SPYG in Q3 2022 and has held it in 15 quarters since. The position peaked at $99.2M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Waverly Advisors held 989,915 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $96.9M as of Q1 2026.
Waverly Advisors bought 60,364 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $6.29M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.72% of Waverly Advisors's portfolio in Q1 2026, its #25 holding.
Waverly Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2022 and has held it in 15 quarters since.
Waverly Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $99.2M 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 Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.