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

Wells Financial 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 		$1.17M Sell
11,965
-9,901
-45% -$1.03M 5.33% 5
2025
Q4 		$2.33M Sell
21,866
-8,691
-28% -$921K 4.43% 8
2025
Q3 		$3.19M Sell
30,557
-1,135
-4% -$113K 4.27% 8
2025
Q2 		$3.02M Sell
31,692
-1,095
-3% -$93.9K 4.15% 8
2025
Q1 		$2.64M Sell
32,787
-248
-0.8% -$21.6K 3.63% 10
2024
Q4 		$2.9M Sell
33,035
-6,634
-17% -$573K 3.96% 9
2024
Q3 		$3.29M Sell
39,669
-157,272
-80% -$12.6M 4.45% 8
2024
Q2 		$15.8M Sell
196,941
-5,844
-3% -$436K 10.39% 1
2024
Q1 		$14.8M Buy
202,785
+1,199
+0.6% +$83.5K 10.1% 1
2023
Q4 		$13.1M Sell
201,586
-1,024
-0.5% -$63.1K 9.53% 2
2023
Q3 		$12M Buy
202,610
+2,623
+1% +$161K 9.34% 2
2023
Q2 		$12.2M Buy
199,987
+11,029
+6% +$632K 9.21% 2
2023
Q1 		$10.5M Sell
188,958
-637
-0.3% -$33.7K 8.33% 3
2022
Q4 		$9.61M Buy
189,595
+60,347
+47% +$3.14M 7.95% 3
2022
Q3 		$6.47M Buy
129,248
+2,246
+2% +$126K 6.27% 7
2022
Q2 		$6.64M Buy
127,002
+53,252
+72% +$3.05M 6% 7
2022
Q1 		$4.88M Buy
73,750
+2,554
+4% +$166K 4.08% 9
2021
Q4 		$5.16M Sell
71,196
-21,381
-23% -$1.49M 4.12% 10
2021
Q3 		$5.93M Buy
92,577
+2,474
+3% +$163K 5.01% 9
2021
Q2 		$5.67M Buy
90,103
+1,723
+2% +$103K 4.79% 9
2021
Q1 		$4.99M Sell
88,380
-138,109
-61% -$7.74M 4.47% 9
2020
Q4 		$12.5M Buy
+226,489
New +$11.9M 10.7% 2

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

Wells Financial Advisors's SPYG Position: Q1 2026 in Review

Wells Financial Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 45% in Q1 2026, selling an estimated $1.03M and leaving 11,965 shares worth $1.17M. The position accounts for 5.33% of the portfolio, ranked #5.

Wells Financial Advisors first reported a position in SPYG in Q4 2020 and has held it in 22 quarters since. The position peaked at $15.8M in Q2 2024. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Wells Financial Advisors held 11,965 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.17M as of Q1 2026.
  • Wells Financial Advisors sold 9,901 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.03M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 5.33% of Wells Financial Advisors's portfolio in Q1 2026, its #5 holding.
  • Wells Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Wells Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $15.8M in Q2 2024.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.