Winch Advisory Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Winch Advisory Services’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	$95.8K	Buy	978 +33	+3%	+$3.44K	0.02%	134
2025 Q4	$101K	Buy	945 +1	+0.1%	+$106	0.02%	129
2025 Q3	$98.7K	Buy	944 +1	+0.1%	+$100	0.02%	132
2025 Q2	$89.9K	Buy	943 +1	+0.1%	+$86	0.02%	131
2025 Q1	$75.7K	Buy	942 +1	+0.1%	+$87	0.02%	134
2024 Q4	$82.7K	Sell	941 -31	-3%	-$2.68K	0.02%	127
2024 Q3	$80.6K	Buy	972 +1	+0.1%	+$80	0.02%	126
2024 Q2	$77.8K	Buy	971 +1	+0.1%	+$75	0.02%	121
2024 Q1	$70.9K	Buy	970 +1	+0.1%	+$70	0.02%	124
2023 Q4	$63K	Buy	969 +3	+0.3%	+$185	0.02%	129
2023 Q3	$57K	Buy	966 +714	+283%	+$43.7K	0.02%	130
2023 Q2	$15K	Hold	252	–	–	0.01%	216
2023 Q1	$14K	Hold	252	–	–	0.01%	221
2022 Q4	$13K	Hold	252	–	–	0.01%	219
2022 Q3	$13K	Hold	252	–	–	0.01%	204
2022 Q2	$13K	Hold	252	–	–	0.01%	211
2022 Q1	$17K	Hold	252	–	–	0.01%	214
2021 Q4	$18K	Hold	252	–	–	0.01%	217
2021 Q3	$16K	Hold	252	–	–	0.01%	234
2021 Q2	$16K	Hold	252	–	–	0.01%	233
2021 Q1	$14K	Hold	252	–	–	0.01%	225
2020 Q4	$14K	Hold	252	–	–	0.01%	196
2020 Q3	$13K	Hold	252	–	–	0.01%	180
2020 Q2	$11K	Hold	252	–	–	0.01%	188
2020 Q1	$9K	Sell	252 -31	-11%	-$1.27K	﹤0.01%	176
2019 Q4	$12K	Hold	283	–	–	0.01%	193
2019 Q3	$11K	Buy	283 +252	+813%	+$9.85K	0.01%	188
2019 Q2	$1K	Hold	31	–	–	﹤0.01%	421
2019 Q1	$1K	Buy	31 +1	+3%	+$35	﹤0.01%	365
2018 Q4	$1K	Hold	30	–	–	﹤0.01%	336
2018 Q3	$1K	Sell	30 -125,194	-100%	-$4.65M	﹤0.01%	313
2018 Q2	$4.4M	Sell	125,224 -4,004	-3%	-$139K	2.37%	18
2018 Q1	$4.33M	Buy	+129,228	New	+$4.45M	2.54%	14

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

Winch Advisory Services's SPYG Position: Q1 2026 in Review

Winch Advisory Services increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.5% in Q1 2026, buying an estimated $3.44K and bringing the position to 978 shares worth $95.8K. The position accounts for 0.02% of the portfolio, ranked #134.

Winch Advisory Services first reported a position in SPYG in Q1 2018 and has held it in 33 quarters since. The position peaked at $4.4M in Q2 2018. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Winch Advisory Services held 978 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $95.8K as of Q1 2026.
Winch Advisory Services bought 33 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $3.44K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Winch Advisory Services's portfolio in Q1 2026, its #134 holding.
Winch Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2018 and has held it in 33 quarters since.
Winch Advisory Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.4M in Q2 2018.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.