Diversified Enterprises’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Diversified Enterprises’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	$693K	Buy	7,075 +12	+0.2%	+$1.25K	0.04%	194
2025 Q4	$754K	Hold	7,063	–	–	0.04%	162
2025 Q3	$738K	Buy	7,063 +30	+0.4%	+$2.99K	0.05%	124
2025 Q2	$670K	Sell	7,033 -1,549	-18%	-$133K	0.05%	126
2025 Q1	$690K	Buy	8,582 +282	+3%	+$24.6K	0.06%	124
2024 Q4	$730K	Buy	8,300 +126	+2%	+$10.9K	0.07%	100
2024 Q3	$678K	Buy	+8,174	New	+$653K	0.07%	100

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

Diversified Enterprises's SPYG Position: Q1 2026 in Review

Diversified Enterprises increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.17% in Q1 2026, buying an estimated $1.25K and bringing the position to 7,075 shares worth $693K. The position accounts for 0.04% of the portfolio, ranked #194.

Diversified Enterprises first reported a position in SPYG in Q3 2024 and has held it in 7 quarters since. The position peaked at $754K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Diversified Enterprises held 7,075 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $693K as of Q1 2026.
Diversified Enterprises bought 12 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.25K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of Diversified Enterprises's portfolio in Q1 2026, its #194 holding.
Diversified Enterprises first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
Diversified Enterprises's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $754K in Q4 2025.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.