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

World Investment 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	$3.84M	Sell	39,205 -45,593	-54%	-$4.75M	0.06%	318
2025 Q4	$9.05M	Buy	84,798 +32,632	+63%	+$3.46M	0.15%	162
2025 Q3	$5.45M	Sell	52,166 -313	-0.6%	-$31.2K	0.11%	202
2025 Q2	$5M	Sell	52,479 -3,556	-6%	-$305K	0.11%	209
2025 Q1	$4.5M	Buy	56,035 +7,645	+16%	+$667K	0.12%	205
2024 Q4	$4.25M	Buy	48,390 +29,810	+160%	+$2.58M	0.12%	196
2024 Q3	$1.54M	Buy	18,580 +15,286	+464%	+$1.22M	0.05%	345
2024 Q2	$264K	Buy	+3,294	New	+$246K	0.02%	527
2022 Q2	–	Sell	-3,278	Closed	-$217K	–	289
2022 Q1	$217K	Sell	3,278 -14	-0.4%	-$911	0.05%	244
2021 Q4	$216K	Sell	3,292 -1,158	-26%	-$80.8K	0.05%	246
2021 Q3	$285K	Sell	4,450 -336	-7%	-$22.2K	0.06%	191
2021 Q2	$301K	Buy	+4,786	New	+$287K	0.07%	188

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

World Investment Advisors's SPYG Position: Q1 2026 in Review

World Investment Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 54% in Q1 2026, selling an estimated $4.75M and leaving 39,205 shares worth $3.84M. The position accounts for 0.06% of the portfolio, ranked #318.

World Investment Advisors first reported a position in SPYG in Q2 2021 and has held it in 12 quarters since. The position peaked at $9.05M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

World Investment Advisors held 39,205 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.84M as of Q1 2026.
World Investment Advisors sold 45,593 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $4.75M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of World Investment Advisors's portfolio in Q1 2026, its #318 holding.
World Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2021 and has held it in 12 quarters since.
World Investment Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $9.05M in Q4 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 Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.