BWS
SPYG icon

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

Buck Wealth Strategies’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 		$24.3M Buy
248,326
+12,830
+5% +$1.34M 3% 4
2025
Q4 		$25.1M Buy
235,496
+131,605
+127% +$14M 3.19% 4
2025
Q3 		$10.9M Buy
103,891
+80,280
+340% +$8M 1.49% 24
2025
Q2 		$2.25M Sell
23,611
-213
-0.9% -$18.3K 0.34% 48
2025
Q1 		$1.91M Buy
+23,824
New +$2.08M 0.35% 46
2023
Q4 		– Sell
-313
Closed -$18.6K – 299
2023
Q3 		$18.6K Buy
+313
New +$19.2K 0.01% 165

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

Buck Wealth Strategies's SPYG Position: Q1 2026 in Review

Buck Wealth Strategies increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.4% in Q1 2026, buying an estimated $1.34M and bringing the position to 248,326 shares worth $24.3M. The position accounts for 3% of the portfolio, ranked #4.

Buck Wealth Strategies first reported a position in SPYG in Q3 2023 and has held it in 6 quarters since. The position peaked at $25.1M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Buck Wealth Strategies held 248,326 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $24.3M as of Q1 2026.
  • Buck Wealth Strategies bought 12,830 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.34M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 3% of Buck Wealth Strategies's portfolio in Q1 2026, its #4 holding.
  • Buck Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2023 and has held it in 6 quarters since.
  • Buck Wealth Strategies's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $25.1M 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 Buck Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.