Gen-Wealth Partners’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Gen-Wealth Partners’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	$68.5K	Hold	700	–	–	0.02%	366
2025 Q4	$74.7K	Hold	700	–	–	0.02%	354
2025 Q3	$73.2K	Hold	700	–	–	0.02%	358
2025 Q2	$66.7K	Hold	700	–	–	0.03%	320
2025 Q1	$56.3K	Hold	700	–	–	0.02%	328
2024 Q4	$61.5K	Hold	700	–	–	0.03%	348
2024 Q3	$59.4K	Hold	700	–	–	0.03%	365
2024 Q2	$56.1K	Hold	700	–	–	0.03%	362
2024 Q1	$51.2K	Buy	+700	New	+$48.7K	0.03%	368

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

Gen-Wealth Partners's SPYG Position: Q1 2026 in Review

Gen-Wealth Partners held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 700 shares worth $68.5K. The position accounts for 0.02% of the portfolio, ranked #366.

Gen-Wealth Partners first reported a position in SPYG in Q1 2024 and has held it in 9 quarters since. The position peaked at $74.7K in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Gen-Wealth Partners held 700 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $68.5K as of Q1 2026.
Gen-Wealth Partners left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Gen-Wealth Partners's portfolio in Q1 2026, its #366 holding.
Gen-Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $74.7K 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 Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.