WealthTrak Capital Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

WealthTrak Capital Management’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	$1.87M	Sell	19,083 -32,168	-63%	-$3.35M	1.33%	23
2025 Q4	$5.47M	Buy	51,251 +20,838	+69%	+$2.21M	3.92%	6
2025 Q3	$3.18M	Sell	30,413 -21,529	-41%	-$2.14M	2.62%	7
2025 Q2	$4.95M	Sell	51,942 -1,222	-2%	-$105K	4.14%	6
2025 Q1	$4.27M	Buy	53,164 +6,718	+14%	+$586K	3.68%	5
2024 Q4	$4.08M	Buy	+46,446	New	+$4.01M	3.45%	5

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

WealthTrak Capital Management's SPYG Position: Q1 2026 in Review

WealthTrak Capital Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 63% in Q1 2026, selling an estimated $3.35M and leaving 19,083 shares worth $1.87M. The position accounts for 1.33% of the portfolio, ranked #23.

WealthTrak Capital Management first reported a position in SPYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.47M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

WealthTrak Capital Management held 19,083 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.87M as of Q1 2026.
WealthTrak Capital Management sold 32,168 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $3.35M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.33% of WealthTrak Capital Management's portfolio in Q1 2026, its #23 holding.
WealthTrak Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
WealthTrak Capital Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $5.47M 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 WealthTrak Capital Management's 13F filing for Q1 2026, filed 12 May 2026.