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

Diversify 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 		$186M Buy
1,666,662
+479,780
+40% +$50M 3.31% 3
2025
Q4 		$128M Buy
1,186,882
+586,645
+98% +$62.2M 5.98% 1
2025
Q3 		$65.2M Buy
600,237
+23,912
+4% +$2.38M 3.76% 1
2025
Q2 		$57.8M Buy
576,325
+38,179
+7% +$3.27M 3.57% 1
2025
Q1 		$44.1M Buy
538,146
+108,656
+25% +$9.49M 3.28% 2
2024
Q4 		$37.6M Buy
429,490
+134,620
+46% +$11.6M 2.93% 3
2024
Q3 		$24.6M Buy
294,870
+43,682
+17% +$3.49M 2.37% 3
2024
Q2 		$18.4M Buy
+251,188
New +$18.8M 2.29% 5

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

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

Diversify Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 40% in Q1 2026, buying an estimated $50M and bringing the position to 1,666,662 shares worth $186M. The position accounts for 3.31% of the portfolio, ranked #3.

Diversify Wealth Management first reported a position in SPYG in Q2 2024 and has held it in 8 quarters since. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Diversify Wealth Management held 1,666,662 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $186M as of Q1 2026.
  • Diversify Wealth Management bought 479,780 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $50M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 3.31% of Diversify Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Diversify Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.