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

Highline 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 		– Sell
-76
Closed -$8.11K – 1372
2025
Q4 		$8.11K Hold
76
– – ﹤0.01% 440
2025
Q3 		$7.94K Hold
76
– – ﹤0.01% 460
2025
Q2 		$7.24K Buy
+76
New +$6.51K ﹤0.01% 384
2024
Q2 		– Sell
-692
Closed -$50.6K – 583
2024
Q1 		$50.6K Buy
692
+334
+93% +$23.2K 0.02% 136
2023
Q4 		$23.3K Buy
+358
New +$22.1K 0.01% 152

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

Highline Wealth Partners's SPYG Position: Q1 2026 in Review

Highline Wealth Partners sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026, closing a stake of 76 shares — an estimated $8.11K sold.

Highline Wealth Partners first reported a position in SPYG in Q4 2023 and held it in 5 quarters. The position peaked at $50.6K in Q1 2024. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Highline Wealth Partners reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Highline Wealth Partners sold 76 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $8.11K.
  • Highline Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and held it in 5 quarters.
  • Highline Wealth Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $50.6K in Q1 2024.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Highline Wealth Partners's 13F filing for Q1 2026, filed 6 Apr 2026.