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

Balboa Wealth Partners’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 		$221K Hold
2,260
– – 0.04% 382
2025
Q4 		$241K Buy
+2,260
New +$240K 0.04% 336

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

Balboa Wealth Partners's SPYG Position: Q1 2026 in Review

Balboa Wealth Partners held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 2,260 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #382.

Balboa Wealth Partners first reported a position in SPYG in Q4 2025 and has held it in 2 quarters since. The position peaked at $241K in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Balboa Wealth Partners held 2,260 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $221K as of Q1 2026.
  • Balboa Wealth Partners left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of Balboa Wealth Partners's portfolio in Q1 2026, its #382 holding.
  • Balboa Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Balboa Wealth Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $241K in Q4 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 Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.