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SPYG icon

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

Abound Financial’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 		$23.2M Sell
236,915
-29,679
-11% -$3.09M 10.13% 3
2025
Q4 		$28.4M Sell
266,594
-53,932
-17% -$5.72M 11.01% 1
2025
Q3 		$33.5M Sell
320,526
-2,277
-0.7% -$227K 13.4% 1
2025
Q2 		$30.8M Buy
322,803
+35,639
+12% +$3.06M 13.54% 1
2025
Q1 		$23.1M Buy
287,164
+17,849
+7% +$1.56M 11.68% 1
2024
Q4 		$23.7M Buy
+269,315
New +$23.3M 11.99% 2

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

Abound Financial's SPYG Position: Q1 2026 in Review

Abound Financial reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 11% in Q1 2026, selling an estimated $3.09M and leaving 236,915 shares worth $23.2M. The position accounts for 10.13% of the portfolio, ranked #3.

Abound Financial first reported a position in SPYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $33.5M in Q3 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Abound Financial held 236,915 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $23.2M as of Q1 2026.
  • Abound Financial sold 29,679 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $3.09M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 10.13% of Abound Financial's portfolio in Q1 2026, its #3 holding.
  • Abound Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Abound Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $33.5M 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 Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.