HWM
SPYG icon

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

Horizon 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 		$22.9M Buy
234,248
+11,760
+5% +$1.22M 3.36% 9
2025
Q4 		$23.7M Sell
222,488
-471
-0.2% -$49.9K 3.69% 10
2025
Q3 		$23.3M Buy
222,959
+341
+0.2% +$34K 3.42% 10
2025
Q2 		$21.2M Sell
222,618
-2,210
-1% -$189K 3.73% 9
2025
Q1 		$18.1M Sell
224,828
-2,645
-1% -$231K 3.05% 12
2024
Q4 		$20M Buy
227,473
+3,161
+1% +$273K 3.48% 10
2024
Q3 		$18.6M Buy
224,312
+5,690
+3% +$455K 3.71% 11
2024
Q2 		$17.5M Sell
218,622
-33,957
-13% -$2.54M 4.17% 8
2024
Q1 		$18.5M Sell
252,579
-185,393
-42% -$12.9M 4.82% 8
2023
Q4 		$28.5M Buy
437,972
+281,981
+181% +$17.4M 7.92% 4
2023
Q3 		$9.25M Sell
155,991
-17,751
-10% -$1.09M 3.72% 9
2023
Q2 		$10.6M Buy
173,742
+35,236
+25% +$2.02M 4.18% 10
2023
Q1 		$7.67M Buy
138,506
+17,936
+15% +$950K 5.75% 6
2022
Q4 		$6.11M Buy
120,570
+105,061
+677% +$5.47M 4.98% 7
2022
Q3 		$777K Sell
15,509
-334
-2% -$18.8K 0.57% 24
2022
Q2 		$828K Sell
15,843
-368
-2% -$21.1K 0.34% 37
2022
Q1 		$1.07M Sell
16,211
-1,596
-9% -$104K 0.33% 34
2021
Q4 		$1.29M Buy
+17,807
New +$1.24M 0.38% 35

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

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

Horizon Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.3% in Q1 2026, buying an estimated $1.22M and bringing the position to 234,248 shares worth $22.9M. The position accounts for 3.36% of the portfolio, ranked #9.

Horizon Wealth Management first reported a position in SPYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $28.5M in Q4 2023. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Horizon Wealth Management held 234,248 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $22.9M as of Q1 2026.
  • Horizon Wealth Management bought 11,760 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.22M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 3.36% of Horizon Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Horizon Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Horizon Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $28.5M in Q4 2023.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.