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 Q2	$83.3K	Hold	700	–	–	0.02%	354
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 $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gen-Wealth Partners's SPYG Position: Q2 2026 in Review

Gen-Wealth Partners held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 700 shares worth $83.3K. The position accounts for 0.02% of the portfolio, ranked #354.

Gen-Wealth Partners first reported a position in SPYG in Q1 2024 and has held it in 10 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Gen-Wealth Partners held 700 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $83.3K as of Q2 2026.
Gen-Wealth Partners left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Gen-Wealth Partners's portfolio in Q2 2026, its #354 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 10 quarters since.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.