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

BlackDiamond 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	$280K	Sell	2,860 -123	-4%	-$12.8K	0.13%	152
2025 Q4	$316K	Sell	2,983 -192	-6%	-$20.4K	0.15%	138
2025 Q3	$332K	Sell	3,175 -45	-1%	-$4.48K	0.18%	109
2025 Q2	$304K	Buy	3,220 +250	+8%	+$21.4K	0.18%	113
2025 Q1	$250K	Sell	2,970 -21,910	-88%	-$1.91M	0.17%	121
2024 Q4	$2.19M	Buy	24,880 +2,304	+10%	+$199K	1.26%	25
2024 Q3	$1.98M	Sell	22,576 -9,669	-30%	-$773K	1.19%	27
2024 Q2	$2.44M	Buy	32,245 +814	+3%	+$60.8K	1.6%	17
2024 Q1	$2.3M	Buy	+31,431	New	+$2.19M	1.64%	17

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

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

BlackDiamond Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.1% in Q1 2026, selling an estimated $12.8K and leaving 2,860 shares worth $280K. The position accounts for 0.13% of the portfolio, ranked #152.

BlackDiamond Wealth Management first reported a position in SPYG in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.44M in Q2 2024. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

BlackDiamond Wealth Management held 2,860 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $280K as of Q1 2026.
BlackDiamond Wealth Management sold 123 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $12.8K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.13% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #152 holding.
BlackDiamond Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
BlackDiamond Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.44M 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 BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.