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

49 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	$522K	Sell	5,327 -55	-1%	-$5.73K	0.04%	112
2025 Q4	$574K	Sell	5,382 -11,872	-69%	-$1.26M	0.05%	97
2025 Q3	$1.8M	Sell	17,254 -2,348	-12%	-$234K	0.17%	40
2025 Q2	$1.87M	Buy	19,602 +3,128	+19%	+$268K	0.2%	37
2025 Q1	$1.32M	Buy	16,474 +1,296	+9%	+$113K	0.16%	52
2024 Q4	$1.33M	Buy	15,178 +9,885	+187%	+$854K	0.19%	45
2024 Q3	$439K	Buy	+5,293	New	+$423K	0.07%	90

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

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

49 Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1% in Q1 2026, selling an estimated $5.73K and leaving 5,327 shares worth $522K. The position accounts for 0.04% of the portfolio, ranked #112.

49 Wealth Management first reported a position in SPYG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.87M in Q2 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

49 Wealth Management held 5,327 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $522K as of Q1 2026.
49 Wealth Management sold 55 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $5.73K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of 49 Wealth Management's portfolio in Q1 2026, its #112 holding.
49 Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
49 Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.87M in Q2 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 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.