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

Win 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	–	Sell	-154,627	Closed	-$16.5M	–	117
2025 Q4	$16.5M	Buy	154,627 +108,689	+237%	+$11.5M	7%	2
2025 Q3	$4.8M	Buy	+45,938	New	+$4.58M	2.34%	11
2025 Q1	–	Sell	-21,752	Closed	-$1.91M	–	79
2024 Q4	$1.91M	Buy	+21,752	New	+$1.88M	0.93%	28
2024 Q3	–	Sell	-79,001	Closed	-$6.33M	–	82
2024 Q2	$6.33M	Sell	79,001 -5,672	-7%	-$424K	2.83%	14
2024 Q1	$6.19M	Buy	+84,673	New	+$5.89M	2.73%	14
2023 Q2	–	Sell	-20,642	Closed	-$3.76M	–	53
2023 Q1	$3.76M	Buy	20,642 +15,754	+322%	+$834K	1.49%	3
2022 Q4	$248K	Sell	4,888 -2,514	-34%	-$131K	0.09%	15
2022 Q3	$371K	Sell	7,402 -2,040	-22%	-$115K	0.14%	10
2022 Q2	$497K	Sell	9,442 -190,569	-95%	-$10.9M	0.97%	13
2022 Q1	$13.2M	Buy	200,011 +120,633	+152%	+$7.85M	3.48%	13
2021 Q4	$5.75M	Buy	+79,378	New	+$5.54M	1.32%	21

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

Win Advisors's SPYG Position: Q1 2026 in Review

Win Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026, closing a stake of 154,627 shares — an estimated $16.5M sold.

Win Advisors first reported a position in SPYG in Q4 2021 and held it in 11 quarters. The position peaked at $16.5M in Q4 2025. 1,317 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Win Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
Win Advisors sold 154,627 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $16.5M.
Win Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and held it in 11 quarters.
Win Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $16.5M in Q4 2025.
1,317 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Win Advisors's 13F filing for Q1 2026, filed 1 May 2026.