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

Denver 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	$6.36M	Sell	64,979 -909	-1%	-$94.7K	2.19%	11
2025 Q4	$7.03M	Sell	65,888 -387	-0.6%	-$41K	2.49%	10
2025 Q3	$6.93M	Sell	66,275 -3,208	-5%	-$320K	2.55%	9
2025 Q2	$6.62M	Sell	69,483 -607	-0.9%	-$52K	2.74%	10
2025 Q1	$5.63M	Sell	70,090 -751	-1%	-$65.6K	2.57%	11
2024 Q4	$6.23M	Sell	70,841 -214	-0.3%	-$18.5K	2.8%	10
2024 Q3	$5.89M	Sell	71,055 -1,930	-3%	-$154K	2.73%	10
2024 Q2	$5.85M	Sell	72,985 -905	-1%	-$67.6K	2.93%	8
2024 Q1	$5.41M	Sell	73,890 -2,186	-3%	-$152K	2.76%	11
2023 Q4	$4.95M	Buy	76,076 +2,607	+4%	+$161K	2.8%	12
2023 Q3	$4.36M	Sell	73,469 -743	-1%	-$45.5K	2.82%	12
2023 Q2	$4.53M	Sell	74,212 -2,169	-3%	-$124K	3.16%	11
2023 Q1	$4.23M	Sell	76,381 -7,025	-8%	-$372K	2.94%	12
2022 Q4	$4.23M	Buy	+83,406	New	+$4.34M	3.16%	11

Other funds holding SPYG

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 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

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

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