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

Able 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	$12.9M	Buy	131,379 +32,494	+33%	+$3.38M	3.44%	7
2025 Q4	$10.6M	Buy	98,885 +20,834	+27%	+$2.21M	3.34%	8
2025 Q3	$8.16M	Buy	78,051 +23,022	+42%	+$2.29M	3.07%	10
2025 Q2	$5.25M	Buy	55,029 +51,967	+1,697%	+$4.45M	2.65%	14
2025 Q1	$246K	Sell	3,062 -111	-3%	-$9.69K	0.15%	88
2024 Q4	$279K	Sell	3,173 -3	-0.1%	-$259	0.18%	77
2024 Q3	$263K	Sell	3,176 -856	-21%	-$68.4K	0.2%	76
2024 Q2	$323K	Buy	4,032 +263	+7%	+$19.6K	0.27%	59
2024 Q1	$276K	Sell	3,769 -121	-3%	-$8.42K	0.24%	67
2023 Q4	$253K	Buy	+3,890	New	+$240K	0.23%	67

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

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

Able Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 33% in Q1 2026, buying an estimated $3.38M and bringing the position to 131,379 shares worth $12.9M. The position accounts for 3.44% of the portfolio, ranked #7.

Able Wealth Management first reported a position in SPYG in Q4 2023 and has held it in 10 quarters since. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Able Wealth Management held 131,379 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $12.9M as of Q1 2026.
Able Wealth Management bought 32,494 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $3.38M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 3.44% of Able Wealth Management's portfolio in Q1 2026, its #7 holding.
Able Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.