Worth Financial Advisory Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Worth Financial Advisory 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	-5,463	Closed	-$583K	–	169
2025 Q4	$583K	Sell	5,463 -426	-7%	-$45.2K	0.28%	85
2025 Q3	$615K	Sell	5,889 -57	-1%	-$5.68K	0.35%	71
2025 Q2	$567K	Sell	5,946 -64	-1%	-$5.49K	0.35%	68
2025 Q1	$483K	Sell	6,010 -35	-0.6%	-$3.06K	0.31%	81
2024 Q4	$531K	Buy	6,045 +3,143	+108%	+$272K	0.33%	76
2024 Q3	$241K	Buy	+2,902	New	+$232K	0.14%	148

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

Worth Financial Advisory Group's SPYG Position: Q1 2026 in Review

Worth Financial Advisory Group sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026, closing a stake of 5,463 shares — an estimated $583K sold.

Worth Financial Advisory Group first reported a position in SPYG in Q3 2024 and held it in 6 quarters. The position peaked at $615K in Q3 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Worth Financial Advisory Group reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
Worth Financial Advisory Group sold 5,463 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $583K.
Worth Financial Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and held it in 6 quarters.
Worth Financial Advisory Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $615K in Q3 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 Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.