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

Gibbs 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	$38.6M	Buy	393,753 +225,437	+134%	+$23.5M	5.06%	1
2025 Q4	$18.2M	Sell	168,316 -8,179	-5%	-$867K	4.39%	1
2025 Q3	$18.4M	Sell	176,495 -74,677	-30%	-$7.44M	4.17%	1
2025 Q2	$23.9M	Buy	251,172 +55,880	+29%	+$4.79M	4.61%	1
2025 Q1	$15.7M	Buy	195,292 +24,348	+14%	+$2.13M	3.78%	2
2024 Q4	$15M	Buy	170,944 +78,653	+85%	+$6.8M	4.08%	2
2024 Q3	$7.65M	Buy	92,291 +28,021	+44%	+$2.24M	2.48%	8
2024 Q2	$5.15M	Buy	64,270 +37,553	+141%	+$2.8M	2.08%	9
2024 Q1	$1.95M	Buy	+26,717	New	+$1.86M	1.12%	16

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Gibbs Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 134% in Q1 2026, buying an estimated $23.5M and bringing the position to 393,753 shares worth $38.6M. The position accounts for 5.06% of the portfolio, ranked #1.

Gibbs Wealth Management first reported a position in SPYG in Q1 2024 and has held it in 9 quarters since. 1,319 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Gibbs Wealth Management held 393,753 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $38.6M as of Q1 2026.
Gibbs Wealth Management bought 225,437 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $23.5M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 5.06% of Gibbs Wealth Management's portfolio in Q1 2026, its #1 holding.
Gibbs Wealth Management 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.
1,319 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

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