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

Fourth Dimension Wealth’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 		$1.54M Sell
15,753
-1,119
-7% -$117K 0.58% 39
2025
Q4 		$1.8M Sell
16,872
-509
-3% -$54K 0.66% 39
2025
Q3 		$1.82M Sell
17,381
-1,111
-6% -$111K 0.69% 38
2025
Q2 		$1.76M Sell
18,492
-1,315
-7% -$113K 0.74% 37
2025
Q1 		$1.59M Buy
19,807
+3,973
+25% +$347K 0.77% 34
2024
Q4 		$1.5M Buy
+15,834
New +$1.37M 0.78% 32

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

Fourth Dimension Wealth's SPYG Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.6% in Q1 2026, selling an estimated $117K and leaving 15,753 shares worth $1.54M. The position accounts for 0.58% of the portfolio, ranked #39.

Fourth Dimension Wealth first reported a position in SPYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.82M in Q3 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Fourth Dimension Wealth held 15,753 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.54M as of Q1 2026.
  • Fourth Dimension Wealth sold 1,119 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $117K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.58% of Fourth Dimension Wealth's portfolio in Q1 2026, its #39 holding.
  • Fourth Dimension Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Fourth Dimension Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.82M in Q3 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 Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.