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

Dynamic 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	$5.23M	Buy	53,427 +3,222	+6%	+$336K	3.03%	10
2025 Q4	$5.36M	Buy	50,205 +8,920	+22%	+$946K	3.19%	10
2025 Q3	$4.31M	Buy	41,285 +12,143	+42%	+$1.21M	2.88%	10
2025 Q2	$2.78M	Sell	29,142 -25,022	-46%	-$2.14M	2%	13
2025 Q1	$4.35M	Sell	54,164 -38	-0.1%	-$3.32K	3.62%	8
2024 Q4	$4.76M	Sell	54,202 -152	-0.3%	-$13.1K	4.24%	8
2024 Q3	$4.51M	Sell	54,354 -394	-0.7%	-$31.5K	3.68%	9
2024 Q2	$4.39M	Sell	54,748 -3,173	-5%	-$237K	3.77%	9
2024 Q1	$4.24M	Sell	57,921 -1,171	-2%	-$81.5K	3.62%	9
2023 Q4	$3.84M	Buy	+59,092	New	+$3.64M	3.54%	9

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

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

Dynamic Wealth Strategies increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.4% in Q1 2026, buying an estimated $336K and bringing the position to 53,427 shares worth $5.23M. The position accounts for 3.03% of the portfolio, ranked #10.

Dynamic Wealth Strategies first reported a position in SPYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.36M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Dynamic Wealth Strategies held 53,427 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.23M as of Q1 2026.
Dynamic Wealth Strategies bought 3,222 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $336K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 3.03% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #10 holding.
Dynamic Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Dynamic Wealth Strategies's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $5.36M 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 Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.