WAOI
SPYG icon

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

Wealth Advisors of Iowa’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 		$5.46M Buy
55,747
+9,252
+20% +$963K 1.69% 11
2025
Q4 		$4.96M Sell
46,495
-425
-0.9% -$45.1K 1.63% 14
2025
Q3 		$4.9M Buy
46,920
+5,992
+15% +$597K 1.67% 14
2025
Q2 		$3.9M Buy
40,928
+2,741
+7% +$235K 1.46% 14
2025
Q1 		$3.07M Sell
38,187
-15,281
-29% -$1.33M 1.32% 13
2024
Q4 		$4.7M Buy
53,468
+16,914
+46% +$1.46M 2.37% 10
2024
Q3 		$3.03M Sell
36,554
-689,161
-95% -$55.1M 1.54% 11
2024
Q2 		$41.7M Buy
725,715
+690,653
+1,970% +$51.6M 23.26% 1
2024
Q1 		$2.56M Sell
35,062
-62
-0.2% -$4.32K 1.56% 11
2023
Q4 		$2.29M Buy
35,124
+5,257
+18% +$324K 1.53% 11
2023
Q3 		$1.77M Sell
29,867
-2,251
-7% -$138K 1.25% 11
2023
Q2 		$1.96M Sell
32,118
-1,475
-4% -$84.5K 1.42% 9
2023
Q1 		$1.86M Buy
33,593
+1,240
+4% +$65.7K 1.45% 11
2022
Q4 		$1.64M Buy
32,353
+12,861
+66% +$669K 1.34% 10
2022
Q3 		$977K Sell
19,492
-146,113
-88% -$8.22M 0.91% 13
2022
Q2 		$10.7M Buy
165,605
+20,798
+14% +$1.19M 1.88% 8
2022
Q1 		$9.59M Buy
+144,807
New +$9.42M 4.8% 6

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

Wealth Advisors of Iowa's SPYG Position: Q1 2026 in Review

Wealth Advisors of Iowa increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 20% in Q1 2026, buying an estimated $963K and bringing the position to 55,747 shares worth $5.46M. The position accounts for 1.69% of the portfolio, ranked #11.

Wealth Advisors of Iowa first reported a position in SPYG in Q1 2022 and has held it in 17 quarters since. The position peaked at $41.7M in Q2 2024. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Wealth Advisors of Iowa held 55,747 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.46M as of Q1 2026.
  • Wealth Advisors of Iowa bought 9,252 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $963K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.69% of Wealth Advisors of Iowa's portfolio in Q1 2026, its #11 holding.
  • Wealth Advisors of Iowa first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • Wealth Advisors of Iowa's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $41.7M in Q2 2024.
  • 1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q1 2026, filed 13 May 2026.