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

AMJ Financial 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	$1.49M	Sell	15,187 -2,921	-16%	-$304K	0.35%	48
2025 Q4	$1.93M	Sell	18,108 -458	-2%	-$48.6K	0.46%	53
2025 Q3	$1.94M	Buy	18,566 +567	+3%	+$56.5K	0.46%	45
2025 Q2	$1.72M	Buy	17,999 +135	+0.8%	+$11.6K	0.43%	46
2025 Q1	$1.44M	Sell	17,864 -42	-0.2%	-$3.67K	0.42%	41
2024 Q4	$1.57M	Sell	17,906 -1,957	-10%	-$169K	0.44%	45
2024 Q3	$1.65M	Sell	19,863 -7,919	-29%	-$633K	0.47%	43
2024 Q2	$2.23M	Buy	27,782 +7,115	+34%	+$531K	0.69%	41
2024 Q1	$1.51M	Buy	20,667 +6,506	+46%	+$453K	0.5%	43
2023 Q4	$921K	Buy	+14,161	New	+$873K	0.39%	49
2022 Q1	–	Sell	-16,070	Closed	-$1.17M	–	105
2021 Q4	$1.17M	Buy	+16,070	New	+$1.12M	0.42%	42
2020 Q4	–	Sell	-4,561	Closed	-$229K	–	79
2020 Q3	$229K	Buy	+4,561	New	+$224K	0.13%	58
2020 Q1	–	Sell	-23,482	Closed	-$984K	–	58
2019 Q4	$984K	Buy	+23,482	New	+$941K	0.69%	38

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

AMJ Financial Wealth Management's SPYG Position: Q1 2026 in Review

AMJ Financial Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 16% in Q1 2026, selling an estimated $304K and leaving 15,187 shares worth $1.49M. The position accounts for 0.35% of the portfolio, ranked #48.

AMJ Financial Wealth Management first reported a position in SPYG in Q4 2019 and has held it in 13 quarters since. The position peaked at $2.23M in Q2 2024. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

AMJ Financial Wealth Management held 15,187 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.49M as of Q1 2026.
AMJ Financial Wealth Management sold 2,921 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $304K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.35% of AMJ Financial Wealth Management's portfolio in Q1 2026, its #48 holding.
AMJ Financial Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 13 quarters since.
AMJ Financial Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.23M in Q2 2024.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.