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

Xcel Wealth 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 		$243K Buy
2,480
+287
+13% +$29.9K 0.07% 127
2025
Q4 		$234K Sell
2,193
-223
-9% -$23.6K 0.06% 135
2025
Q3 		$253K Buy
+2,416
New +$241K 0.07% 129

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

Xcel Wealth Management's SPYG Position: Q1 2026 in Review

Xcel Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 13% in Q1 2026, buying an estimated $29.9K and bringing the position to 2,480 shares worth $243K. The position accounts for 0.07% of the portfolio, ranked #127.

Xcel Wealth Management first reported a position in SPYG in Q3 2025 and has held it in 3 quarters since. The position peaked at $253K in Q3 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Xcel Wealth Management held 2,480 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $243K as of Q1 2026.
  • Xcel Wealth Management bought 287 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $29.9K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.07% of Xcel Wealth Management's portfolio in Q1 2026, its #127 holding.
  • Xcel Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Xcel Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $253K in Q3 2025.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.