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

Westside Investment 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	$220K	Buy	2,219 +444	+25%	+$46.2K	0.03%	286
2025 Q4	$189K	Sell	1,775 -444	-20%	-$47.1K	0.03%	290
2025 Q3	$233K	Buy	2,219 +444	+25%	+$44.2K	0.04%	263
2025 Q2	$167K	Buy	+1,775	New	+$152K	0.03%	275
2024 Q3	–	Sell	-220	Closed	-$17.6K	–	1013
2024 Q2	$17.6K	Hold	220	–	–	﹤0.01%	573
2024 Q1	$16.1K	Hold	220	–	–	﹤0.01%	557
2023 Q4	$14.3K	Hold	220	–	–	﹤0.01%	544
2023 Q3	$13K	Hold	220	–	–	﹤0.01%	545
2023 Q2	$13.4K	Hold	220	–	–	﹤0.01%	543
2023 Q1	$12.2K	Hold	220	–	–	﹤0.01%	551
2022 Q4	$11	Hold	220	–	–	﹤0.01%	596
2022 Q3	$11	Hold	220	–	–	﹤0.01%	596
2022 Q2	$11	Hold	220	–	–	﹤0.01%	597
2022 Q1	$14	Hold	220	–	–	﹤0.01%	571
2021 Q4	$15	Hold	220	–	–	﹤0.01%	543
2021 Q3	$14	Hold	220	–	–	﹤0.01%	538
2021 Q2	$13	Buy	+220	New	+$13.2K	﹤0.01%	543

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

Westside Investment Management's SPYG Position: Q1 2026 in Review

Westside Investment Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 25% in Q1 2026, buying an estimated $46.2K and bringing the position to 2,219 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #286.

Westside Investment Management first reported a position in SPYG in Q2 2021 and has held it in 17 quarters since. The position peaked at $233K in Q3 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Westside Investment Management held 2,219 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $220K as of Q1 2026.
Westside Investment Management bought 444 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $46.2K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Westside Investment Management's portfolio in Q1 2026, its #286 holding.
Westside Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2021 and has held it in 17 quarters since.
Westside Investment Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $233K in Q3 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 Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.