WWM
SPYG icon

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

Western Wealth 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 		$38.4M Buy
392,110
+14,887
+4% +$1.55M 1.46% 10
2025
Q4 		$40.2M Buy
377,223
+9,231
+3% +$979K 1.85% 9
2025
Q3 		$38.5M Buy
367,992
+2,330
+0.6% +$232K 2.03% 9
2025
Q2 		$34.9M Buy
365,662
+32,261
+10% +$2.77M 2.07% 8
2025
Q1 		$26.8M Buy
333,401
+33,918
+11% +$2.96M 1.77% 9
2024
Q4 		$26.3M Buy
299,483
+24,812
+9% +$2.14M 1.72% 10
2024
Q3 		$22.8M Sell
274,671
-44,340
-14% -$3.54M 1.3% 12
2024
Q2 		$25.6M Buy
319,011
+17,167
+6% +$1.28M 1.89% 9
2024
Q1 		$22.1M Buy
301,844
+32,428
+12% +$2.26M 1.72% 9
2023
Q4 		$17.5M Buy
269,416
+104,093
+63% +$6.42M 1.26% 13
2023
Q3 		$9.8M Buy
165,323
+26,837
+19% +$1.64M 0.83% 21
2023
Q2 		$8.45M Buy
138,486
+21,822
+19% +$1.25M 0.72% 24
2023
Q1 		$6.46M Buy
116,664
+17,287
+17% +$915K 0.6% 29
2022
Q4 		$5.04M Sell
99,377
-90,541
-48% -$4.71M 0.51% 41
2022
Q3 		$9.53M Buy
189,918
+190
+0.1% +$10.7K 0.55% 33
2022
Q2 		$9.92M Sell
189,728
-1,160
-0.6% -$66.5K 0.57% 32
2022
Q1 		$12.6M Buy
190,888
+108,133
+131% +$7.04M 0.61% 29
2021
Q4 		$5.99M Buy
+82,755
New +$5.78M 0.59% 29
2021
Q2 		$4.41M Buy
70,028
+8,896
+15% +$534K 0.45% 43
2021
Q1 		$3.45M Buy
61,132
+6,615
+12% +$371K 0.46% 39
2020
Q4 		$3.01M Buy
54,517
+19,546
+56% +$1.03M 0.44% 43
2020
Q3 		$1.75M Buy
34,971
+14,936
+75% +$732K 0.29% 86
2020
Q2 		$900K Buy
+20,035
New +$832K 0.16% 141

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

Western Wealth Management's SPYG Position: Q1 2026 in Review

Western Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.9% in Q1 2026, buying an estimated $1.55M and bringing the position to 392,110 shares worth $38.4M. The position accounts for 1.46% of the portfolio, ranked #10.

Western Wealth Management first reported a position in SPYG in Q2 2020 and has held it in 23 quarters since. The position peaked at $40.2M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Western Wealth Management held 392,110 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $38.4M as of Q1 2026.
  • Western Wealth Management bought 14,887 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.55M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.46% of Western Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Western Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and has held it in 23 quarters since.
  • Western Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $40.2M in Q4 2025.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.