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

WNY Asset 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	$224K	Buy	+2,285	New	+$238K	0.02%	233
2025 Q3	$246K	Buy	2,352 +15	+0.6%	+$1.49K	0.02%	214
2025 Q2	$223K	Sell	2,337 -11,258	-83%	-$965K	0.02%	211
2025 Q1	$1.09M	Sell	13,595 -9,244	-40%	-$807K	0.13%	82
2024 Q4	$2.01M	Buy	22,839 +30	+0.1%	+$2.59K	0.25%	55
2024 Q3	$1.89M	Sell	22,809 -921	-4%	-$73.6K	0.22%	62
2024 Q2	$1.9M	Buy	23,730 +466	+2%	+$34.8K	0.25%	59
2024 Q1	$1.7M	Buy	23,264 +1,026	+5%	+$71.4K	0.26%	65
2023 Q4	$1.45M	Buy	22,238 +168	+0.8%	+$10.4K	0.24%	67
2023 Q3	$1.31M	Sell	22,070 -365	-2%	-$22.4K	0.26%	69
2023 Q2	$1.37M	Buy	22,435 +3,651	+19%	+$209K	0.29%	57
2023 Q1	$1.04M	Buy	18,784 +8,507	+83%	+$450K	0.25%	72
2022 Q4	$521K	Buy	+10,277	New	+$535K	0.14%	109

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

WNY Asset Management's SPYG Position: Q1 2026 in Review

WNY Asset Management opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026: 2,285 shares worth $224K. The stake represents 0.02% of the portfolio and ranks #233 among its holdings. This is a return to the name: WNY Asset Management previously reported a position in SPYG as recently as Q3 2025.

WNY Asset Management first reported a position in SPYG in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.01M in Q4 2024. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

WNY Asset Management held 2,285 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $224K as of Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new WNY Asset Management position in Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of WNY Asset Management's portfolio in Q1 2026, its #233 holding.
WNY Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 13 quarters since.
WNY Asset Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.01M in Q4 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 WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.