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Wealthspire Advisors (New York)’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Wealthspire Advisors (New York)’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 		$10M Buy
102,633
+6,875
+7% +$716K 0.08% 114
2025
Q4 		$10.2M Buy
95,758
+1,605
+2% +$170K 0.08% 114
2025
Q3 		$9.84M Sell
94,153
-54,905
-37% -$5.47M 0.05% 116
2025
Q2 		$14.2M Buy
149,058
+7,261
+5% +$622K 0.08% 94
2025
Q1 		$11.4M Sell
141,797
-5,591
-4% -$488K 0.07% 103
2024
Q4 		$13M Buy
147,388
+8,855
+6% +$765K 0.13% 82
2024
Q3 		$11.5M Sell
138,533
-9,745
-7% -$779K 0.12% 91
2024
Q2 		$11.9M Sell
148,278
-15,141
-9% -$1.13M 0.15% 68
2024
Q1 		$12M Sell
163,419
-12,870
-7% -$896K 0.16% 63
2023
Q4 		$11.5M Buy
+176,289
New +$10.9M 0.16% 61
2022
Q4 		– Sell
-4,803
Closed -$241K – 602
2022
Q3 		$241K Buy
+4,803
New +$270K 0.01% 447
2022
Q2 		– Sell
-3,017
Closed -$200K – 520
2022
Q1 		$200K Hold
3,017
– – ﹤0.01% 417
2021
Q4 		$219K Sell
3,017
-125
-4% -$8.73K ﹤0.01% 499
2021
Q3 		$201K Sell
3,142
-100
-3% -$6.6K ﹤0.01% 551
2021
Q2 		$204K Sell
3,242
-1,225
-27% -$73.5K 0.01% 354
2021
Q1 		$252K Buy
+4,467
New +$250K 0.01% 609

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 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 $9.42B AUM 17.63% 1-Year Est. Return

Wealthspire Advisors (New York)'s SPYG Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 7.2% in Q1 2026, buying an estimated $716K and bringing the position to 102,633 shares worth $10M. The position accounts for 0.08% of the portfolio, ranked #114.

Wealthspire Advisors (New York) first reported a position in SPYG in Q1 2021 and has held it in 16 quarters since. The position peaked at $14.2M in Q2 2025. 1,318 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Wealthspire Advisors (New York) held 102,633 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $10M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 6,875 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $716K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.08% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #114 holding.
  • Wealthspire Advisors (New York) first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2021 and has held it in 16 quarters since.
  • Wealthspire Advisors (New York)'s State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $14.2M in Q2 2025.
  • 1,318 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.