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

WCG 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 		$5.83M Sell
59,555
-11,534
-16% -$1.2M 0.16% 137
2025
Q4 		$7.58M Buy
71,089
+11,448
+19% +$1.21M 0.21% 107
2025
Q3 		$6.23M Buy
59,641
+7,478
+14% +$745K 0.39% 75
2025
Q2 		$4.97M Buy
52,163
+27,965
+116% +$2.4M 0.32% 85
2025
Q1 		$1.94M Sell
24,198
-904
-4% -$78.9K 0.15% 144
2024
Q4 		$2.21M Sell
25,102
-3,262
-12% -$282K 0.15% 144
2024
Q3 		$2.35M Sell
28,364
-655
-2% -$52.4K 0.16% 142
2024
Q2 		$2.33M Buy
29,019
+406
+1% +$30.3K 0.17% 122
2024
Q1 		$2.09M Sell
28,613
-1,912
-6% -$133K 0.18% 119
2023
Q4 		$1.99M Buy
30,525
+1,112
+4% +$68.6K 0.15% 138
2023
Q3 		$1.74M Buy
+29,413
New +$1.8M 0.13% 147
2022
Q4 		– Sell
-9,839
Closed -$493K – 260
2022
Q3 		$493K Sell
9,839
-4,229
-30% -$238K 0.07% 185
2022
Q2 		$735K Buy
+14,068
New +$807K 0.1% 143

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

WCG Wealth Advisors's SPYG Position: Q1 2026 in Review

WCG Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 16% in Q1 2026, selling an estimated $1.2M and leaving 59,555 shares worth $5.83M. The position accounts for 0.16% of the portfolio, ranked #137.

WCG Wealth Advisors first reported a position in SPYG in Q2 2022 and has held it in 13 quarters since. The position peaked at $7.58M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • WCG Wealth Advisors held 59,555 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.83M as of Q1 2026.
  • WCG Wealth Advisors sold 11,534 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.2M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.16% of WCG Wealth Advisors's portfolio in Q1 2026, its #137 holding.
  • WCG Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2022 and has held it in 13 quarters since.
  • WCG Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $7.58M 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 WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.