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

Horizons 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	$15.5K	Hold	158	–	–	0.01%	137
2025 Q4	$16.9K	Hold	158	–	–	0.01%	131
2025 Q3	$16.5K	Hold	158	–	–	0.01%	133
2025 Q2	$15.1K	Hold	158	–	–	0.01%	132
2025 Q1	$12.7K	Hold	158	–	–	0.01%	134
2024 Q4	$13.9K	Hold	158	–	–	0.01%	125
2024 Q3	$13.1K	Hold	158	–	–	0.01%	128
2024 Q2	$12.6K	Hold	158	–	–	0.01%	129
2024 Q1	$10.3K	Hold	158	–	–	0.01%	133
2023 Q4	$10.3K	Hold	158	–	–	0.01%	133
2023 Q3	$9.37K	Sell	158 -8	-5%	-$490	0.01%	136
2023 Q2	$10.1K	Buy	+166	New	+$9.51K	0.01%	150

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

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

Horizons Wealth Management held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 158 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #137.

Horizons Wealth Management first reported a position in SPYG in Q2 2023 and has held it in 12 quarters since. The position peaked at $16.9K in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Horizons Wealth Management held 158 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $15.5K as of Q1 2026.
Horizons Wealth Management 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 0.01% of Horizons Wealth Management's portfolio in Q1 2026, its #137 holding.
Horizons Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Horizons Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $16.9K 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 Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.