WEG
SPYG icon

World Equity Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

World Equity Group’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
-3,704
Closed -$395K – 391
2025
Q4 		$395K Sell
3,704
-11,024
-75% -$1.17M 0.11% 204
2025
Q3 		$1.54M Sell
14,728
-1,823
-11% -$182K 0.35% 61
2025
Q2 		$1.58M Sell
16,551
-7,105
-30% -$609K 0.43% 49
2025
Q1 		$1.9M Buy
23,656
+15,750
+199% +$1.37M 0.54% 41
2024
Q4 		$695K Buy
+7,906
New +$683K 0.15% 146
2024
Q3 		– Sell
-18,119
Closed -$1.45M – 312
2024
Q2 		$1.45M Buy
18,119
+2,460
+16% +$184K 0.43% 64
2024
Q1 		$1.15M Buy
15,659
+2,893
+23% +$201K 0.24% 108
2023
Q4 		$831K Sell
12,766
-2,972
-19% -$183K 0.17% 135
2023
Q3 		$933K Buy
15,738
+7,454
+90% +$457K 0.19% 120
2023
Q2 		$505K Sell
8,284
-125,900
-94% -$7.21M 0.15% 182
2023
Q1 		$1.79M Buy
134,184
+126,039
+1,547% +$6.67M 0.27% 98
2022
Q4 		$413K Sell
8,145
-2,616
-24% -$136K 0.1% 207
2022
Q3 		$539K Buy
+10,761
New +$605K 0.14% 157
2022
Q2 		– Sell
-10,573
Closed -$700K – 397
2022
Q1 		$700K Buy
+10,573
New +$688K 0.15% 166

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

World Equity Group's SPYG Position: Q1 2026 in Review

World Equity Group sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026, closing a stake of 3,704 shares — an estimated $395K sold.

World Equity Group first reported a position in SPYG in Q1 2022 and held it in 14 quarters. The position peaked at $1.9M in Q1 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • World Equity Group reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • World Equity Group sold 3,704 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $395K.
  • World Equity Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and held it in 14 quarters.
  • World Equity Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.9M in Q1 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 World Equity Group's 13F filing for Q1 2026, filed 6 May 2026.