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SPYG icon

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

Beacon Bridge 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 		$8.45M Buy
86,328
+1,498
+2% +$156K 2.83% 10
2025
Q4 		$9.05M Sell
84,830
-558
-0.7% -$59.2K 3.01% 9
2025
Q3 		$8.92M Buy
85,388
+488
+0.6% +$48.6K 3.17% 10
2025
Q2 		$8.09M Buy
84,900
+119
+0.1% +$10.2K 3.21% 10
2025
Q1 		$6.81M Buy
84,781
+2,347
+3% +$205K 2.91% 11
2024
Q4 		$7.25M Buy
82,434
+5,902
+8% +$510K 3.08% 10
2024
Q3 		$6.35M Buy
76,532
+6,903
+10% +$552K 2.73% 10
2024
Q2 		$5.58M Sell
69,629
-491
-0.7% -$36.7K 2.56% 12
2024
Q1 		$5.13M Buy
70,120
+17,022
+32% +$1.18M 2.42% 10
2023
Q4 		$3.45M Buy
53,098
+16,435
+45% +$1.01M 1.72% 18
2023
Q3 		$2.17M Sell
36,663
-23,583
-39% -$1.44M 1.15% 26
2023
Q2 		$3.68M Buy
60,246
+26,936
+81% +$1.54M 1.88% 14
2023
Q1 		$1.84M Sell
33,310
-21,103
-39% -$1.12M 1.11% 21
2022
Q4 		$2.76M Buy
+54,413
New +$2.83M 2% 13

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

Beacon Bridge Wealth Partners's SPYG Position: Q1 2026 in Review

Beacon Bridge Wealth Partners increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.8% in Q1 2026, buying an estimated $156K and bringing the position to 86,328 shares worth $8.45M. The position accounts for 2.83% of the portfolio, ranked #10.

Beacon Bridge Wealth Partners first reported a position in SPYG in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.05M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Beacon Bridge Wealth Partners held 86,328 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $8.45M as of Q1 2026.
  • Beacon Bridge Wealth Partners bought 1,498 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $156K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 2.83% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #10 holding.
  • Beacon Bridge Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Beacon Bridge Wealth Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $9.05M 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 Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.